+29.3%
V vs EAT
+109.8%
-80.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.4% | +3.1% |
| 7D | +9.0% | -0.1% | +9.1% | +8.9% |
| 30D | +18.1% | +13.5% | +4.5% | +16.3% |
| 3M | +18.3% | +1.0% | +17.3% | +17.8% |
| 6M | +34.1% | +57.3% | -23.2% | +24.2% |
| YTD | +25.2% | +53.6% | -28.4% | +14.9% |
| 1Y | +29.3% | +110.8% | -81.5% | +14.2% |
| All | +29.3% | +109.8% | -80.5% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling