+1,454.3%
EAT vs BUD
+214.6%
+1,239.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.0% |
| 7D | -2.6% | +4.5% | -7.1% | -5.1% |
| 30D | +11.5% | +12.5% | -1.0% | +3.8% |
| 3M | -9.1% | 0.0% | -9.1% | -9.6% |
| 6M | +40.4% | +3.8% | +36.6% | +36.0% |
| YTD | +43.9% | +33.1% | +10.9% | +19.7% |
| 1Y | +101.9% | +35.5% | +66.4% | +65.5% |
| 3Y | +489.9% | +49.4% | +440.5% | +339.4% |
| 5Y | +362.6% | +48.0% | +314.6% | +241.1% |
| 10Y | +385.7% | -8.6% | +394.3% | +303.5% |
| All | +1,454.3% | +214.6% | +1,239.7% | +546.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling