-42.3%
EBS price history and return analytics
+371.8%
-414.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.9% |
| 7D | -3.5% | +1.0% | -4.5% | -4.5% |
| 30D | +24.0% | -0.2% | +24.2% | +24.2% |
| 3M | -25.0% | +4.5% | -29.5% | -28.7% |
| 6M | -27.6% | +14.1% | -41.7% | -36.7% |
| YTD | -51.5% | +14.8% | -66.2% | -57.8% |
| 1Y | -20.6% | +21.2% | -41.8% | -34.3% |
| 3Y | +31.3% | +76.6% | -45.3% | -18.7% |
| 5Y | -90.0% | +66.6% | -156.6% | -93.3% |
| 10Y | -78.5% | +222.3% | -300.7% | -91.1% |
| All | -42.3% | +371.8% | -414.1% | -80.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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