+91.1%
EXPE vs EAT
+326.5%
-235.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.4% | -4.5% | -6.7% |
| 7D | -9.8% | -4.9% | -4.8% | -8.0% |
| 30D | -11.5% | -1.2% | -10.3% | -11.5% |
| 3M | +21.7% | +52.2% | -30.5% | +3.3% |
| 6M | +10.4% | +65.0% | -54.7% | -10.3% |
| YTD | -2.5% | +55.0% | -57.6% | -19.3% |
| 1Y | +27.3% | +42.1% | -14.7% | +8.0% |
| 3Y | +153.5% | +614.7% | -461.2% | -3.7% |
| 5Y | +91.1% | +322.7% | -231.7% | -18.6% |
| All | +91.1% | +326.5% | -235.4% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling