+69.3%
EAT vs FND
-24.7%
+94.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.9% |
| 7D | -4.0% | -6.8% | +2.8% | -2.4% |
| 30D | -2.9% | +8.0% | -10.9% | -4.6% |
| 3M | -16.9% | -18.9% | +2.0% | -13.0% |
| 6M | +57.0% | +4.7% | +52.3% | +50.5% |
| YTD | +38.2% | -21.6% | +59.8% | +42.8% |
| 1Y | +69.3% | -22.0% | +91.3% | +75.4% |
| All | +69.3% | -24.7% | +94.0% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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