+504.6%
NOW vs EAT
+375.0%
+129.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +1.0% |
| 7D | -3.1% | -3.9% | +0.9% | -2.5% |
| 30D | -27.0% | +5.0% | -32.0% | -27.8% |
| 3M | -17.7% | -9.6% | -8.1% | -17.0% |
| 6M | +12.7% | +46.8% | -34.1% | +4.8% |
| YTD | -32.9% | +41.8% | -74.7% | -37.9% |
| 1Y | -40.4% | +98.3% | -138.7% | -48.1% |
| 3Y | -17.1% | +503.1% | -520.1% | -41.5% |
| 5Y | -25.7% | +356.7% | -382.3% | -46.9% |
| 10Y | +504.6% | +349.8% | +154.8% | +286.4% |
| All | +504.6% | +375.0% | +129.6% | +286.4% |
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 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