+367.4%
EAT vs SPXU
-99.6%
+467.0%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -2.2% |
| 7D | -7.7% | +2.5% | -10.2% | -6.6% |
| 30D | -13.6% | +4.2% | -17.8% | -11.9% |
| 3M | +33.9% | -9.3% | +43.1% | +28.2% |
| 6M | +47.2% | -30.7% | +77.9% | +26.1% |
| YTD | +48.1% | -28.1% | +76.2% | +29.9% |
| 1Y | +33.7% | -35.2% | +68.9% | +12.4% |
| 3Y | +595.8% | -79.9% | +675.7% | +282.1% |
| 5Y | +314.4% | -86.4% | +400.8% | +139.9% |
| All | +367.4% | -99.6% | +467.0% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling