+3,047.2%
DELL vs EAT
+317.0%
+2,730.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.4% | -7.5% | -7.3% |
| 7D | +4.9% | -4.0% | +8.9% | +5.8% |
| 30D | -32.1% | -2.9% | -29.2% | -31.8% |
| 3M | -30.2% | -16.9% | -13.4% | -28.0% |
| 6M | +41.7% | +57.0% | -15.3% | +26.1% |
| YTD | +176.6% | +38.2% | +138.4% | +149.5% |
| 1Y | +159.9% | +69.3% | +90.7% | +122.4% |
| 3Y | +388.0% | +483.0% | -95.0% | +202.2% |
| 5Y | +578.2% | +364.1% | +214.1% | +323.2% |
| 10Y | +2,653.4% | +320.8% | +2,332.6% | +1,289.5% |
| All | +3,047.2% | +317.0% | +2,730.2% | +1,494.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling