-10.1%
BA vs EAT
+486.0%
-496.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +1.0% |
| 7D | +1.1% | -2.6% | +3.7% | +1.5% |
| 30D | -7.9% | +11.5% | -19.4% | -9.9% |
| 3M | -25.3% | -9.1% | -16.2% | -24.5% |
| 6M | -24.6% | +40.4% | -65.0% | -30.1% |
| YTD | -20.1% | +43.9% | -64.1% | -26.9% |
| 1Y | -11.8% | +101.9% | -113.7% | -25.5% |
| 3Y | -10.1% | +489.9% | -500.0% | -38.2% |
| All | -10.1% | +486.0% | -496.1% | -38.2% |
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