+1,784.6%
BE vs EAT
+612.9%
+1,171.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.4% | +13.0% | +11.1% |
| 7D | +29.8% | -4.9% | +34.7% | +32.4% |
| 30D | +26.4% | -1.2% | +27.6% | +26.7% |
| 3M | +9.3% | +52.2% | -42.9% | -10.2% |
| 6M | +105.1% | +65.0% | +40.0% | +62.1% |
| YTD | +219.0% | +55.0% | +164.0% | +158.1% |
| 1Y | +418.8% | +42.1% | +376.7% | +333.0% |
| 3Y | +1,784.6% | +614.7% | +1,169.9% | +393.8% |
| All | +1,784.6% | +612.9% | +1,171.7% | +393.8% |
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