+18.0%
Q vs EAT
+109.8%
-91.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.3% | -6.4% | -1.3% |
| 7D | -3.3% | -0.1% | -3.1% | -3.3% |
| 30D | -9.7% | +13.5% | -23.2% | -12.1% |
| 3M | -16.1% | +1.0% | -17.1% | -17.0% |
| 6M | -15.7% | +57.3% | -73.0% | -27.1% |
| YTD | +45.7% | +53.6% | -7.9% | +25.8% |
| 1Y | +18.0% | +110.8% | -92.8% | -4.1% |
| All | +18.0% | +109.8% | -91.8% | -4.1% |
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