+1,106.2%
DELL vs EAT
+310.8%
+795.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.0% |
| 7D | +8.7% | -6.8% | +15.5% | +10.4% |
| 30D | +16.9% | -5.4% | +22.3% | +18.0% |
| 3M | +40.4% | +42.8% | -2.3% | +28.3% |
| 6M | +267.1% | +56.5% | +210.6% | +224.6% |
| YTD | +329.1% | +50.0% | +279.1% | +280.8% |
| 1Y | +346.9% | +38.3% | +308.7% | +301.6% |
| 3Y | +696.6% | +591.6% | +105.0% | +347.9% |
| 5Y | +1,106.2% | +312.6% | +793.6% | +617.6% |
| All | +1,106.2% | +310.8% | +795.4% | +617.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling