+2,259.8%
EAT vs BB
+307.3%
+1,952.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.4% | -7.3% | -3.4% |
| 7D | -2.6% | +3.8% | -6.4% | -3.1% |
| 30D | +11.5% | -0.3% | +11.8% | +11.1% |
| 3M | -9.1% | -0.5% | -8.7% | -9.9% |
| 6M | +40.4% | +45.9% | -5.5% | +30.3% |
| YTD | +43.9% | +130.6% | -86.7% | +25.2% |
| 1Y | +101.9% | +89.2% | +12.8% | +79.7% |
| 3Y | +489.9% | +137.5% | +352.4% | +392.9% |
| 5Y | +362.6% | -20.9% | +383.5% | +333.6% |
| 10Y | +385.7% | +25.4% | +360.3% | +286.5% |
| All | +2,259.8% | +307.3% | +1,952.5% | +1,477.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling