+78.0%
V vs EAT
+476.7%
-398.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.3% |
| 7D | +0.9% | -4.0% | +4.9% | +1.4% |
| 30D | +9.0% | -2.9% | +11.9% | +9.2% |
| 3M | +16.7% | -16.9% | +33.6% | +19.2% |
| 6M | +33.4% | +57.0% | -23.5% | +24.0% |
| YTD | +22.4% | +38.2% | -15.8% | +15.0% |
| 1Y | +27.7% | +69.3% | -41.6% | +16.7% |
| 3Y | +78.0% | +483.0% | -405.0% | +53.5% |
| All | +78.0% | +476.7% | -398.7% | +53.5% |
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