+5,283.0%
O vs EAT
+2,863.8%
+2,419.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.1% |
| 7D | +3.3% | -3.9% | +7.3% | +4.1% |
| 30D | +10.3% | +5.0% | +5.4% | +8.9% |
| 3M | -3.5% | -9.6% | +6.2% | -2.2% |
| 6M | -1.3% | +46.8% | -48.0% | -10.1% |
| YTD | +10.3% | +41.8% | -31.5% | 0.0% |
| 1Y | +10.4% | +98.3% | -87.9% | -7.3% |
| 3Y | +40.0% | +503.1% | -463.1% | -13.0% |
| 5Y | +12.4% | +356.7% | -344.3% | -29.9% |
| 10Y | +78.2% | +349.8% | -271.6% | -7.9% |
| All | +5,283.0% | +2,863.8% | +2,419.2% | +1,590.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling