+33.9%
AAPL vs EOSE
-49.1%
+83.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +10.9% | -13.4% | -2.8% |
| 7D | +0.1% | +19.0% | -18.9% | -0.4% |
| 30D | +3.0% | +1.6% | +1.4% | +2.8% |
| 3M | +2.9% | -52.0% | +54.9% | +5.2% |
| 6M | +22.1% | -42.5% | +64.6% | +23.2% |
| YTD | +18.0% | -66.1% | +84.2% | +18.7% |
| 1Y | +33.9% | -47.1% | +81.1% | +22.4% |
| All | +33.9% | -49.1% | +83.0% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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