+614.7%
EAT vs BB
+68.2%
+546.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.2% | -5.6% | -3.6% |
| 7D | -4.9% | +0.5% | -5.4% | -5.0% |
| 30D | -1.2% | -12.4% | +11.2% | 0.0% |
| 3M | +52.2% | -15.3% | +67.5% | +52.7% |
| 6M | +65.0% | +128.8% | -63.7% | +40.3% |
| YTD | +55.0% | +107.7% | -52.6% | +33.8% |
| 1Y | +42.1% | +103.9% | -61.8% | +21.7% |
| 3Y | +614.7% | +72.6% | +542.1% | +470.8% |
| All | +614.7% | +68.2% | +546.6% | +470.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling