+70.9%
BHP vs EAT
+38.2%
+32.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.3% |
| 7D | -3.7% | -6.2% | +2.5% | -3.3% |
| 30D | -0.8% | -3.0% | +2.2% | -0.6% |
| 3M | +7.6% | +45.6% | -38.0% | +3.6% |
| 6M | +20.8% | +53.5% | -32.8% | +16.1% |
| YTD | +50.8% | +49.6% | +1.2% | +45.7% |
| 1Y | +70.9% | +38.9% | +32.0% | +68.8% |
| All | +70.9% | +38.2% | +32.7% | +68.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling