+69.3%
EAT vs MDY
+14.2%
+55.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -4.0% | +2.3% | -6.3% | -5.9% |
| 30D | -2.9% | +2.0% | -4.9% | -4.6% |
| 3M | -16.9% | -5.6% | -11.2% | -12.2% |
| 6M | +57.0% | +1.3% | +55.7% | +52.8% |
| YTD | +38.2% | +12.3% | +25.9% | +22.4% |
| 1Y | +69.3% | +15.8% | +53.5% | +48.1% |
| All | +69.3% | +14.2% | +55.1% | +48.1% |
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