+13.5%
U vs EAT
+612.9%
-599.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.4% | +6.0% | +3.5% |
| 7D | +4.5% | -4.9% | +9.4% | +5.9% |
| 30D | -0.6% | -1.2% | +0.6% | -0.7% |
| 3M | +48.4% | +52.2% | -3.8% | +30.2% |
| 6M | +115.4% | +65.0% | +50.3% | +80.7% |
| YTD | -3.2% | +55.0% | -58.2% | -17.1% |
| 1Y | -6.0% | +42.1% | -48.1% | -17.6% |
| 3Y | +13.5% | +614.7% | -601.3% | -52.0% |
| All | +13.5% | +612.9% | -599.4% | -52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling