+503.1%
EAT vs FGI
0.0%
+503.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -1.5% |
| 7D | -3.9% | -1.4% | -2.5% | -3.9% |
| 30D | +5.0% | -3.2% | +8.2% | +5.0% |
| 3M | -9.6% | +64.1% | -73.7% | -9.0% |
| 6M | +46.8% | +17.2% | +29.6% | +47.8% |
| YTD | +41.8% | +31.6% | +10.2% | +42.7% |
| 1Y | +98.3% | +45.1% | +53.2% | +99.6% |
| 3Y | +503.1% | -2.0% | +505.0% | +522.8% |
| All | +503.1% | 0.0% | +503.1% | +522.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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