+73.3%
D vs EAT
+486.0%
-412.7%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.4% |
| 7D | +3.0% | -2.6% | +5.6% | +3.0% |
| 30D | +11.5% | +11.5% | 0.0% | +11.2% |
| 3M | +3.7% | -9.1% | +12.8% | +3.9% |
| 6M | +13.5% | +40.4% | -26.9% | +12.2% |
| YTD | +20.7% | +43.9% | -23.2% | +18.9% |
| 1Y | +18.2% | +101.9% | -83.7% | +14.4% |
| 3Y | +73.3% | +489.9% | -416.6% | +39.8% |
| All | +73.3% | +486.0% | -412.7% | +39.8% |
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 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