+715.0%
P vs EAT
+373.3%
+341.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.6% |
| 7D | +7.8% | -4.9% | +12.8% | +9.4% |
| 30D | +12.3% | -1.2% | +13.5% | +12.1% |
| 3M | +37.1% | +52.2% | -15.1% | +19.9% |
| 6M | +66.1% | +65.0% | +1.0% | +39.9% |
| YTD | +50.9% | +55.0% | -4.1% | +29.1% |
| 1Y | +27.2% | +42.1% | -14.8% | +11.0% |
| 3Y | +158.7% | +614.7% | -456.0% | +32.0% |
| 5Y | +291.1% | +322.7% | -31.6% | +120.4% |
| 10Y | +715.0% | +382.0% | +332.9% | +230.3% |
| All | +715.0% | +373.3% | +341.7% | +230.3% |
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 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