+97.9%
BAC vs EAT
+476.7%
-378.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +1.0% |
| 7D | +3.2% | -4.0% | +7.2% | +3.9% |
| 30D | -0.7% | -2.9% | +2.2% | -0.4% |
| 3M | -20.0% | -16.9% | -3.1% | -17.9% |
| 6M | +3.4% | +57.0% | -53.5% | -5.6% |
| YTD | -5.7% | +38.2% | -43.9% | -12.5% |
| 1Y | -1.4% | +69.3% | -70.7% | -12.1% |
| 3Y | +97.9% | +483.0% | -385.1% | +34.2% |
| All | +97.9% | +476.7% | -378.8% | +34.2% |
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