+110.8%
EAT vs MDY
+17.5%
+93.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +5.7% |
| 7D | -0.1% | +1.7% | -1.8% | -1.6% |
| 30D | +13.5% | +1.2% | +12.3% | +12.4% |
| 3M | +1.0% | -3.5% | +4.5% | +4.3% |
| 6M | +57.3% | +3.5% | +53.7% | +50.1% |
| YTD | +53.6% | +13.6% | +40.0% | +36.5% |
| 1Y | +110.8% | +17.1% | +93.8% | +84.4% |
| All | +110.8% | +17.5% | +93.3% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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