+38.3%
EAT vs BB
+100.8%
-62.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.3% |
| 7D | -6.8% | +1.8% | -8.6% | -6.7% |
| 30D | -5.4% | -12.2% | +6.9% | -5.6% |
| 3M | +42.8% | -12.3% | +55.1% | +40.7% |
| 6M | +56.5% | +122.7% | -66.2% | +44.5% |
| YTD | +50.0% | +104.5% | -54.5% | +38.2% |
| 1Y | +38.3% | +106.7% | -68.4% | +26.8% |
| All | +38.3% | +100.8% | -62.5% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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