+1,003.0%
BE vs EAT
+359.1%
+643.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.0% | +7.7% | +7.2% |
| 7D | +9.0% | -7.7% | +16.7% | +13.2% |
| 30D | +16.3% | -13.6% | +29.9% | +24.5% |
| 3M | +10.8% | +33.9% | -23.1% | -5.7% |
| 6M | +73.2% | +47.2% | +26.0% | +40.2% |
| YTD | +217.4% | +48.1% | +169.3% | +155.9% |
| 1Y | +309.8% | +33.7% | +276.1% | +237.4% |
| 3Y | +1,726.2% | +595.8% | +1,130.4% | +501.7% |
| 5Y | +1,306.2% | +314.4% | +991.8% | +458.6% |
| All | +1,003.0% | +359.1% | +643.9% | +97.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling