+8.6%
V vs EAT
+39.9%
-31.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.6% | -1.3% |
| 7D | -1.1% | -4.9% | +3.8% | -0.5% |
| 30D | +1.9% | -1.2% | +3.1% | +1.9% |
| 3M | +15.5% | +52.2% | -36.7% | +8.3% |
| 6M | +16.6% | +65.0% | -48.4% | +7.1% |
| YTD | +5.7% | +55.0% | -49.3% | -2.5% |
| 1Y | +8.6% | +42.1% | -33.5% | +3.9% |
| All | +8.6% | +39.9% | -31.4% | +3.9% |
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