+177.6%
TECH vs EAT
+373.3%
-195.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | +0.3% |
| 7D | +0.2% | -4.9% | +5.1% | +0.9% |
| 30D | +0.1% | -1.2% | +1.3% | +0.1% |
| 3M | +37.5% | +52.2% | -14.8% | +29.4% |
| 6M | +34.6% | +65.0% | -30.5% | +24.7% |
| YTD | +23.5% | +55.0% | -31.5% | +15.3% |
| 1Y | +34.4% | +42.1% | -7.7% | +26.4% |
| 3Y | +2.3% | +614.7% | -612.4% | -23.2% |
| 5Y | -41.7% | +322.7% | -364.5% | -55.1% |
| 10Y | +177.6% | +382.0% | -204.4% | +120.2% |
| All | +177.6% | +373.3% | -195.7% | +120.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling