+29.9%
AAPL vs EOSE
-85.5%
+115.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +12.6% | -7.3% | +5.1% |
| 7D | +1.7% | +9.7% | -8.1% | +1.5% |
| 30D | +5.0% | -34.6% | +39.5% | +5.5% |
| 3M | +13.1% | -50.8% | +63.9% | +14.2% |
| 6M | +26.5% | -66.5% | +92.9% | +28.8% |
| YTD | +28.9% | -81.3% | +110.2% | +29.1% |
| 1Y | +29.9% | -84.8% | +114.7% | +30.2% |
| All | +29.9% | -85.5% | +115.4% | +30.2% |
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