+312.6%
EAT vs FND
-61.3%
+373.9%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.9% |
| 7D | -6.8% | -0.8% | -6.0% | -6.5% |
| 30D | -5.4% | -19.6% | +14.2% | +3.0% |
| 3M | +42.8% | -4.3% | +47.1% | +42.5% |
| 6M | +56.5% | -20.4% | +77.0% | +67.3% |
| YTD | +50.0% | -21.9% | +71.9% | +60.1% |
| 1Y | +38.3% | -45.2% | +83.5% | +71.9% |
| 3Y | +591.6% | -49.2% | +640.9% | +718.5% |
| 5Y | +312.6% | -61.8% | +374.4% | +370.6% |
| All | +312.6% | -61.3% | +373.9% | +370.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling