+5,122.5%
NI vs EAT
+11,250.4%
-6,127.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.6% |
| 7D | +2.3% | -4.9% | +7.2% | +2.9% |
| 30D | -1.7% | -1.2% | -0.5% | -1.7% |
| 3M | -8.0% | +52.2% | -60.2% | -12.6% |
| 6M | -8.6% | +65.0% | -73.7% | -14.4% |
| YTD | +2.3% | +55.0% | -52.7% | -3.7% |
| 1Y | +6.9% | +42.1% | -35.1% | +1.3% |
| 3Y | +70.6% | +614.7% | -544.2% | +31.2% |
| 5Y | +96.4% | +322.7% | -226.4% | +55.8% |
| 10Y | +136.1% | +382.0% | -245.9% | +67.4% |
| All | +5,122.5% | +11,250.4% | -6,127.9% | +2,340.0% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling