+8,680.0%
SHOP vs EAT
+326.1%
+8,353.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.1% | +1.1% |
| 7D | -2.5% | -8.9% | +6.5% | -0.2% |
| 30D | -16.7% | +3.4% | -20.1% | -17.6% |
| 3M | -2.2% | -9.3% | +7.1% | -0.6% |
| 6M | +45.6% | +43.8% | +1.8% | +31.4% |
| YTD | -7.3% | +39.9% | -47.1% | -16.9% |
| 1Y | -6.1% | +89.7% | -95.8% | -22.6% |
| 3Y | +143.3% | +491.3% | -347.9% | +49.7% |
| 5Y | +0.2% | +365.4% | -365.3% | -37.0% |
| 10Y | +3,663.5% | +325.9% | +3,337.6% | +2,198.3% |
| All | +8,680.0% | +326.1% | +8,353.9% | +5,850.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling