+713.2%
EXPE vs EAT
+959.0%
-245.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.6% |
| 7D | -11.2% | -5.9% | -5.3% | -9.0% |
| 30D | -7.5% | +0.7% | -8.1% | -7.9% |
| 3M | -19.1% | -14.2% | -4.8% | -15.4% |
| 6M | +10.7% | +40.7% | -30.0% | -3.8% |
| YTD | -9.9% | +36.0% | -45.9% | -21.7% |
| 1Y | -4.6% | +83.1% | -87.7% | -26.0% |
| 3Y | +116.8% | +474.8% | -358.0% | +4.0% |
| 5Y | +38.6% | +347.6% | -309.0% | -30.3% |
| 10Y | +115.9% | +321.5% | -205.7% | -9.9% |
| All | +713.2% | +959.0% | -245.8% | +100.7% |
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 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