+159.9%
DELL vs EAT
+75.7%
+84.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.5% | -7.2% |
| 7D | +4.9% | -4.0% | +8.9% | +4.8% |
| 30D | -32.1% | -2.9% | -29.2% | -31.9% |
| 3M | -30.2% | -16.9% | -13.4% | -30.4% |
| 6M | +41.7% | +57.0% | -15.3% | +43.5% |
| YTD | +176.6% | +38.2% | +138.4% | +175.9% |
| 1Y | +159.9% | +69.3% | +90.7% | +168.5% |
| All | +159.9% | +75.7% | +84.2% | +168.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling