+3,310.4%
V vs EAT
+1,611.1%
+1,699.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.6% |
| 7D | +2.2% | -2.6% | +4.8% | +2.7% |
| 30D | +13.6% | +11.5% | +2.1% | +10.8% |
| 3M | +14.3% | -9.1% | +23.4% | +15.6% |
| 6M | +33.1% | +40.4% | -7.3% | +22.3% |
| YTD | +21.2% | +43.9% | -22.7% | +10.0% |
| 1Y | +26.4% | +101.9% | -75.5% | +6.6% |
| 3Y | +77.6% | +489.9% | -412.3% | +14.3% |
| 5Y | +102.6% | +362.6% | -260.0% | +30.9% |
| 10Y | +464.4% | +385.7% | +78.7% | +204.0% |
| All | +3,310.4% | +1,611.1% | +1,699.2% | +1,215.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling