+1,335.7%
BP vs EAT
+11,644.8%
-10,309.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +3.9% | 0.0% | +3.9% | +3.9% |
| 30D | +7.6% | +1.9% | +5.7% | +7.1% |
| 3M | +0.7% | +68.7% | -68.0% | -7.8% |
| 6M | +15.5% | +66.9% | -51.4% | +5.0% |
| YTD | +30.8% | +60.4% | -29.6% | +19.3% |
| 1Y | +34.3% | +44.0% | -9.7% | +23.8% |
| 3Y | +35.1% | +604.7% | -569.6% | -7.9% |
| 5Y | +126.8% | +347.0% | -220.2% | +60.5% |
| 10Y | +123.4% | +390.8% | -267.4% | +37.1% |
| All | +1,335.7% | +11,644.8% | -10,309.1% | +525.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling