+104.0%
U vs EAT
+507.6%
-403.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.9% | +8.4% | +6.2% |
| 7D | +36.6% | -2.6% | +39.2% | +37.1% |
| 30D | +13.3% | +11.5% | +1.8% | +9.4% |
| 3M | +26.2% | -9.1% | +35.3% | +27.8% |
| 6M | +88.7% | +40.4% | +48.3% | +67.1% |
| YTD | +16.6% | +43.9% | -27.4% | +1.1% |
| 1Y | +29.0% | +101.9% | -73.0% | -1.2% |
| All | +104.0% | +507.6% | -403.6% | -22.8% |
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 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