+503.1%
EAT vs BBWI
-25.2%
+528.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.3% | -1.9% |
| 7D | -3.9% | -6.2% | +2.2% | -2.4% |
| 30D | +5.0% | +25.5% | -20.5% | -0.7% |
| 3M | -9.6% | +8.0% | -17.6% | -12.0% |
| 6M | +46.8% | +12.7% | +34.1% | +39.6% |
| YTD | +41.8% | +11.6% | +30.2% | +33.3% |
| 1Y | +98.3% | -0.9% | +99.2% | +90.5% |
| 3Y | +503.1% | -22.7% | +525.7% | +478.7% |
| All | +503.1% | -25.2% | +528.3% | +478.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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