+71.4%
BAC vs EAT
+350.4%
-279.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.2% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | -0.4% | +1.9% | -2.3% | -1.0% |
| 3M | +16.9% | +68.7% | -51.8% | +4.6% |
| 6M | +26.6% | +66.9% | -40.3% | +12.7% |
| YTD | +15.8% | +60.4% | -44.6% | +3.6% |
| 1Y | +27.2% | +44.0% | -16.8% | +15.8% |
| 3Y | +132.4% | +604.7% | -472.3% | +43.7% |
| All | +71.4% | +350.4% | -279.0% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling