+6.8%
NOW vs EAT
+350.4%
-343.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.1% |
| 7D | -2.4% | 0.0% | -2.4% | -2.4% |
| 30D | +20.5% | +1.9% | +18.6% | +19.3% |
| 3M | +18.3% | +68.7% | -50.3% | +3.8% |
| 6M | +24.1% | +66.9% | -42.8% | +7.6% |
| YTD | -7.8% | +60.4% | -68.2% | -19.8% |
| 1Y | -21.4% | +44.0% | -65.4% | -30.1% |
| 3Y | +19.5% | +604.7% | -585.1% | -39.5% |
| All | +6.8% | +350.4% | -343.6% | -45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling