+1,659.2%
BE vs EAT
+477.9%
+1,181.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.2% | -2.6% |
| 7D | -13.4% | -5.9% | -7.4% | -11.2% |
| 30D | -33.9% | +0.7% | -34.6% | -34.3% |
| 3M | -12.0% | -14.2% | +2.3% | -6.9% |
| 6M | -29.0% | +40.7% | -69.7% | -40.5% |
| YTD | +113.4% | +36.0% | +77.4% | +81.6% |
| 1Y | +33.2% | +83.1% | -49.9% | +0.6% |
| 3Y | +1,659.2% | +474.8% | +1,184.4% | +351.4% |
| All | +1,659.2% | +477.9% | +1,181.3% | +351.4% |
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