+1,251.0%
BE vs EAT
+326.5%
+924.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.4% | +13.0% | +11.2% |
| 7D | +29.8% | -4.9% | +34.7% | +32.6% |
| 30D | +26.4% | -1.2% | +27.6% | +26.8% |
| 3M | +9.3% | +52.2% | -42.9% | -11.7% |
| 6M | +105.1% | +65.0% | +40.0% | +59.0% |
| YTD | +219.0% | +55.0% | +164.0% | +154.1% |
| 1Y | +418.8% | +42.1% | +376.7% | +321.4% |
| 3Y | +1,784.6% | +614.7% | +1,169.9% | +509.6% |
| 5Y | +1,251.0% | +322.7% | +928.2% | +389.8% |
| All | +1,251.0% | +326.5% | +924.5% | +389.8% |
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 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