+22,650.5%
PH vs EAT
+10,438.3%
+12,212.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.9% | +5.7% | +3.6% |
| 7D | +2.0% | -2.6% | +4.6% | +2.5% |
| 30D | -3.7% | +11.5% | -15.1% | -6.7% |
| 3M | -14.0% | -9.1% | -4.9% | -12.9% |
| 6M | +2.1% | +40.4% | -38.3% | -7.9% |
| YTD | +5.1% | +43.9% | -38.9% | -6.9% |
| 1Y | +10.9% | +101.9% | -91.0% | -10.3% |
| 3Y | +132.9% | +489.9% | -356.9% | +37.2% |
| 5Y | +200.1% | +362.6% | -162.6% | +78.5% |
| 10Y | +783.8% | +385.7% | +398.1% | +339.7% |
| All | +22,650.5% | +10,438.3% | +12,212.2% | +4,443.2% |
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