+49.5%
EQT vs EAT
+379.9%
-330.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -1.2% | -6.2% | +5.0% | -0.5% |
| 30D | +1.1% | -3.0% | +4.1% | +1.3% |
| 3M | +4.8% | +45.6% | -40.8% | -0.1% |
| 6M | -10.6% | +53.5% | -64.1% | -15.8% |
| YTD | +3.4% | +49.6% | -46.1% | -2.6% |
| 1Y | +8.7% | +38.9% | -30.2% | +2.8% |
| 3Y | +35.0% | +589.7% | -554.7% | +3.3% |
| 5Y | +204.2% | +318.7% | -114.4% | +139.8% |
| All | +49.5% | +379.9% | -330.3% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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