+26.1%
EXPE vs EAT
+39.0%
-12.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.1% |
| 7D | -11.5% | -6.8% | -4.7% | -9.8% |
| 30D | -13.1% | -5.4% | -7.7% | -12.0% |
| 3M | +18.1% | +42.8% | -24.6% | +6.3% |
| 6M | +13.3% | +56.5% | -43.2% | -1.2% |
| YTD | -3.2% | +50.0% | -53.2% | -14.9% |
| 1Y | +26.1% | +38.3% | -12.1% | +16.7% |
| All | +26.1% | +39.0% | -12.8% | +16.7% |
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