+95.5%
PSX vs EAT
+75.7%
+19.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | +7.8% | -4.0% | +11.8% | +7.5% |
| 30D | -10.9% | -2.9% | -8.0% | -10.9% |
| 3M | +14.5% | -16.9% | +31.4% | +13.4% |
| 6M | +56.1% | +57.0% | -0.8% | +61.4% |
| YTD | +109.6% | +38.2% | +71.4% | +117.9% |
| 1Y | +95.5% | +69.3% | +26.2% | +113.4% |
| All | +95.5% | +75.7% | +19.8% | +113.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling