+200.5%
P vs EAT
+476.7%
-276.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | +11.6% | -4.0% | +15.6% | +12.4% |
| 30D | -23.7% | -2.9% | -20.8% | -23.4% |
| 3M | -8.0% | -16.9% | +8.9% | -5.1% |
| 6M | +27.9% | +57.0% | -29.1% | +13.1% |
| YTD | +61.2% | +38.2% | +23.0% | +45.1% |
| 1Y | +28.6% | +69.3% | -40.7% | +10.8% |
| 3Y | +200.5% | +483.0% | -282.5% | +85.5% |
| All | +200.5% | +476.7% | -276.2% | +85.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling