+614.7%
EAT vs MDY
+51.1%
+563.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -2.6% |
| 7D | -4.9% | +1.0% | -5.9% | -6.0% |
| 30D | -1.2% | -3.1% | +1.9% | +2.2% |
| 3M | +52.2% | +1.8% | +50.4% | +48.6% |
| 6M | +65.0% | +10.8% | +54.2% | +46.7% |
| YTD | +55.0% | +14.4% | +40.6% | +32.9% |
| 1Y | +42.1% | +15.2% | +26.9% | +20.4% |
| 3Y | +614.7% | +51.2% | +563.5% | +354.3% |
| All | +614.7% | +51.1% | +563.6% | +354.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling