+101,542.6%
TECH vs EAT
+10,438.3%
+91,104.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.0% | +0.6% |
| 7D | +0.2% | -2.6% | +2.8% | +0.5% |
| 30D | +0.3% | +11.5% | -11.1% | -1.5% |
| 3M | +1.3% | -9.1% | +10.4% | +2.2% |
| 6M | +54.0% | +40.4% | +13.5% | +45.1% |
| YTD | +24.3% | +43.9% | -19.6% | +16.1% |
| 1Y | +25.8% | +101.9% | -76.1% | +11.5% |
| 3Y | +26.0% | +489.9% | -463.9% | -6.7% |
| 5Y | -40.1% | +362.6% | -402.8% | -55.3% |
| 10Y | +210.6% | +385.7% | -175.1% | +105.9% |
| All | +101,542.6% | +10,438.3% | +91,104.3% | +36,337.3% |
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