+52.6%
BHP vs EAT
+476.7%
-424.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.6% | -1.3% |
| 7D | -0.5% | -4.0% | +3.5% | -0.2% |
| 30D | -4.5% | -2.9% | -1.6% | -4.4% |
| 3M | -6.9% | -16.9% | +10.0% | -5.6% |
| 6M | -10.6% | +57.0% | -67.5% | -14.9% |
| YTD | +37.2% | +38.2% | -1.0% | +31.9% |
| 1Y | +48.0% | +69.3% | -21.2% | +39.4% |
| 3Y | +52.6% | +483.0% | -430.4% | +14.9% |
| All | +52.6% | +476.7% | -424.2% | +14.9% |
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