+29.8%
Q vs EAT
+96.9%
-67.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.5% | +8.4% | +7.2% |
| 7D | +8.4% | -3.9% | +12.3% | +9.2% |
| 30D | -1.2% | +5.0% | -6.2% | -2.3% |
| 3M | -9.3% | -9.6% | +0.3% | -8.2% |
| 6M | -15.0% | +46.8% | -61.8% | -25.0% |
| YTD | +53.5% | +41.8% | +11.7% | +36.0% |
| All | +29.8% | +96.9% | -67.0% | +14.4% |
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