+23.1%
Q vs EAT
+61.1%
-38.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.9% | +9.2% | +6.9% |
| 7D | +0.3% | -2.6% | +2.9% | +0.8% |
| 30D | -9.8% | +11.5% | -21.3% | -11.8% |
| 3M | -12.2% | -9.1% | -3.1% | -11.2% |
| 6M | -21.6% | +40.4% | -62.0% | -29.9% |
| YTD | +43.6% | +43.9% | -0.4% | +27.2% |
| 1Y | +25.7% | +101.9% | -76.3% | +13.4% |
| All | +23.1% | +61.1% | -38.0% | +9.8% |
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