+176.6%
P vs EAT
+486.0%
-309.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.4% | +4.1% |
| 7D | -23.8% | -2.6% | -21.2% | -23.4% |
| 30D | -36.6% | +11.5% | -48.1% | -38.0% |
| 3M | +10.9% | -9.1% | +20.0% | +12.0% |
| 6M | +30.0% | +40.4% | -10.4% | +18.1% |
| YTD | +44.4% | +43.9% | +0.5% | +29.1% |
| 1Y | +3.9% | +101.9% | -98.0% | -14.0% |
| 3Y | +176.6% | +489.9% | -313.3% | +74.3% |
| All | +176.6% | +486.0% | -309.4% | +74.3% |
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 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