+678.3%
DELL vs EAT
+587.9%
+90.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.8% |
| 7D | +8.7% | -6.8% | +15.5% | +9.9% |
| 30D | +16.9% | -5.4% | +22.3% | +17.6% |
| 3M | +40.4% | +42.8% | -2.3% | +31.5% |
| 6M | +267.1% | +56.5% | +210.6% | +234.9% |
| YTD | +329.1% | +50.0% | +279.1% | +292.3% |
| 1Y | +346.9% | +38.3% | +308.7% | +315.9% |
| All | +678.3% | +587.9% | +90.4% | +507.2% |
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