+8,434.7%
SHOP vs EAT
+388.7%
+8,046.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -5.1% | 0.0% | -5.1% | -5.2% |
| 30D | +0.6% | +1.9% | -1.3% | -0.3% |
| 3M | +25.0% | +68.7% | -43.6% | +9.0% |
| 6M | +11.9% | +66.9% | -55.0% | -3.2% |
| YTD | -9.9% | +60.4% | -70.3% | -21.6% |
| 1Y | 0.0% | +44.0% | -44.0% | -11.5% |
| 3Y | +117.5% | +604.7% | -487.2% | +28.2% |
| 5Y | -6.6% | +347.0% | -353.7% | -41.7% |
| 10Y | +3,320.3% | +390.8% | +2,929.6% | +1,918.6% |
| All | +8,434.7% | +388.7% | +8,046.0% | +5,509.3% |
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