+45.0%
AAPL vs EOSE
-42.0%
+87.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +1.8% |
| 7D | +3.8% | +1.8% | +2.0% | +3.8% |
| 30D | +9.9% | -6.8% | +16.8% | +10.1% |
| 3M | +12.5% | -36.3% | +48.8% | +13.8% |
| 6M | +27.6% | -38.8% | +66.4% | +28.5% |
| YTD | +22.6% | -65.5% | +88.1% | +23.2% |
| 1Y | +45.0% | -45.3% | +90.3% | +38.2% |
| All | +45.0% | -42.0% | +87.0% | +38.2% |
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