+3,306.4%
V vs EAT
+1,585.9%
+1,720.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | -0.8% | -3.9% | +3.1% | 0.0% |
| 30D | +9.5% | +5.0% | +4.5% | +8.1% |
| 3M | +16.7% | -9.6% | +26.3% | +18.1% |
| 6M | +32.9% | +46.8% | -13.8% | +21.1% |
| YTD | +21.1% | +41.8% | -20.7% | +10.2% |
| 1Y | +26.6% | +98.3% | -71.7% | +7.1% |
| 3Y | +78.4% | +503.1% | -424.7% | +14.2% |
| 5Y | +105.5% | +356.7% | -251.2% | +33.2% |
| 10Y | +444.2% | +349.8% | +94.5% | +199.0% |
| All | +3,306.4% | +1,585.9% | +1,720.5% | +1,217.8% |
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 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