+86.4%
F vs EAT
+373.3%
-286.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.4% | -0.9% | -3.4% |
| 7D | +1.2% | -4.9% | +6.1% | +2.5% |
| 30D | +1.2% | -1.2% | +2.4% | +1.1% |
| 3M | -5.7% | +52.2% | -57.9% | -16.1% |
| 6M | +17.9% | +65.0% | -47.1% | +1.6% |
| YTD | +10.4% | +55.0% | -44.6% | -3.6% |
| 1Y | +25.3% | +42.1% | -16.7% | +11.1% |
| 3Y | +37.5% | +614.7% | -577.3% | -25.5% |
| 5Y | +46.5% | +322.7% | -276.2% | -13.2% |
| 10Y | +86.4% | +382.0% | -295.7% | -5.4% |
| All | +86.4% | +373.3% | -286.9% | -5.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling