+312.6%
EAT vs SPXU
-85.9%
+398.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.4% | -4.6% | -2.6% |
| 7D | -6.8% | +1.3% | -8.1% | -6.3% |
| 30D | -5.4% | +5.1% | -10.5% | -3.3% |
| 3M | +42.8% | -9.1% | +51.9% | +37.7% |
| 6M | +56.5% | -29.6% | +86.1% | +37.0% |
| YTD | +50.0% | -27.7% | +77.7% | +33.7% |
| 1Y | +38.3% | -37.0% | +75.2% | +16.8% |
| 3Y | +591.6% | -80.2% | +671.8% | +299.1% |
| 5Y | +312.6% | -86.0% | +398.6% | +149.3% |
| All | +312.6% | -85.9% | +398.5% | +149.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling