+4,404.4%
DELL vs EAT
+374.9%
+4,029.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +12.2% |
| 7D | +8.2% | -7.7% | +15.9% | +10.1% |
| 30D | +17.1% | -13.6% | +30.7% | +20.6% |
| 3M | +45.2% | +33.9% | +11.3% | +34.8% |
| 6M | +286.8% | +47.2% | +239.6% | +248.0% |
| YTD | +354.8% | +48.1% | +306.7% | +306.4% |
| 1Y | +358.3% | +33.7% | +324.6% | +315.0% |
| 3Y | +724.9% | +595.8% | +129.1% | +391.4% |
| 5Y | +1,193.7% | +314.4% | +879.3% | +729.4% |
| All | +4,404.4% | +374.9% | +4,029.5% | +2,128.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling