+9.7%
AWK vs EAT
+612.9%
-603.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.1% | -0.2% |
| 7D | +2.2% | -4.9% | +7.1% | +2.2% |
| 30D | +4.4% | -1.2% | +5.6% | +4.4% |
| 3M | +15.4% | +52.2% | -36.9% | +14.8% |
| 6M | +3.5% | +65.0% | -61.5% | +2.8% |
| YTD | +9.8% | +55.0% | -45.2% | +9.1% |
| 1Y | +3.0% | +42.1% | -39.1% | +2.2% |
| 3Y | +9.7% | +614.7% | -605.1% | -22.5% |
| All | +9.7% | +612.9% | -603.2% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling