+4,289.6%
EAT vs MDY
+2,662.7%
+1,626.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.5% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | +1.9% | -1.5% | +3.4% | +3.3% |
| 3M | +68.7% | +0.8% | +67.9% | +66.8% |
| 6M | +66.9% | +7.4% | +59.5% | +55.0% |
| YTD | +60.4% | +15.2% | +45.2% | +38.8% |
| 1Y | +44.0% | +16.5% | +27.5% | +22.8% |
| 3Y | +604.7% | +46.8% | +557.9% | +381.3% |
| 5Y | +347.0% | +46.0% | +301.0% | +218.1% |
| 10Y | +390.8% | +172.1% | +218.7% | +126.8% |
| All | +4,289.6% | +2,662.7% | +1,626.9% | +325.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling