+199.1%
AAPL vs EOSE
-58.6%
+257.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.2% | -0.1% |
| 7D | -3.0% | +15.0% | -17.9% | -3.7% |
| 30D | +2.3% | +2.5% | -0.2% | +1.9% |
| 3M | +8.6% | -33.7% | +42.3% | +10.1% |
| 6M | +21.6% | -32.7% | +54.3% | +22.1% |
| YTD | +16.3% | -63.8% | +80.1% | +19.2% |
| 1Y | +35.1% | -40.5% | +75.6% | +33.2% |
| 3Y | +79.4% | +50.4% | +29.0% | +58.2% |
| 5Y | +109.8% | -68.6% | +178.4% | +76.1% |
| All | +199.1% | -58.6% | +257.8% | +178.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling