+102.2%
HAS vs EAT
+328.6%
-226.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.9% | +1.6% |
| 7D | +3.3% | -5.9% | +9.2% | +4.5% |
| 30D | +30.5% | +0.7% | +29.9% | +29.8% |
| 3M | +29.9% | -14.2% | +44.1% | +32.9% |
| 6M | +26.5% | +40.7% | -14.2% | +15.5% |
| YTD | +51.9% | +36.0% | +16.0% | +38.3% |
| 1Y | +60.9% | +83.1% | -22.1% | +36.6% |
| 3Y | +215.0% | +474.8% | -259.8% | +96.4% |
| 5Y | +51.5% | +347.6% | -296.1% | -4.4% |
| 10Y | +102.2% | +321.5% | -219.3% | +17.2% |
| All | +102.2% | +328.6% | -226.4% | +17.2% |
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