+36.3%
S vs EAT
+88.8%
-52.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.7% | -0.7% |
| 7D | +1.4% | -5.9% | +7.3% | +1.0% |
| 30D | -10.8% | +0.7% | -11.5% | -10.4% |
| 3M | +5.4% | -14.2% | +19.6% | +4.5% |
| 6M | +41.2% | +40.7% | +0.5% | +44.5% |
| YTD | +56.2% | +36.0% | +20.2% | +57.6% |
| 1Y | +36.3% | +83.1% | -46.8% | +36.5% |
| All | +36.3% | +88.8% | -52.5% | +36.5% |
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