+90.9%
EAT vs BUD
+37.1%
+53.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.8% |
| 7D | -3.9% | +1.3% | -5.3% | -4.3% |
| 30D | +5.0% | +10.0% | -5.1% | +2.6% |
| 3M | -9.6% | +1.6% | -11.2% | -10.1% |
| 6M | +46.8% | +6.5% | +40.3% | +43.7% |
| YTD | +41.8% | +34.8% | +7.0% | +37.8% |
| All | +90.9% | +37.1% | +53.8% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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