+75.6%
BN vs EAT
+612.9%
-537.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -1.9% |
| 7D | -1.2% | -4.9% | +3.7% | -0.1% |
| 30D | -10.9% | -1.2% | -9.7% | -10.9% |
| 3M | -11.1% | +52.2% | -63.3% | -19.7% |
| 6M | -4.4% | +65.0% | -69.4% | -16.1% |
| YTD | -14.1% | +55.0% | -69.2% | -23.8% |
| 1Y | -11.1% | +42.1% | -53.1% | -19.6% |
| 3Y | +75.6% | +614.7% | -539.2% | -4.3% |
| All | +75.6% | +612.9% | -537.3% | -4.3% |
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