+855.0%
EXPE vs EAT
+1,149.3%
-294.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -9.5% | 0.0% | -9.5% | -9.6% |
| 30D | -6.6% | +1.9% | -8.5% | -7.7% |
| 3M | +31.4% | +68.7% | -37.3% | +8.1% |
| 6M | +35.2% | +66.9% | -31.7% | +10.4% |
| YTD | +5.8% | +60.4% | -54.6% | -12.7% |
| 1Y | +38.7% | +44.0% | -5.3% | +17.6% |
| 3Y | +175.8% | +604.7% | -428.9% | +23.3% |
| 5Y | +111.8% | +347.0% | -235.2% | +6.6% |
| 10Y | +179.7% | +390.8% | -211.0% | +10.9% |
| All | +855.0% | +1,149.3% | -294.3% | +123.6% |
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 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