+11.2%
ACWI vs EOSE
-90.8%
+102.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.4% | +7.0% | 0.0% |
| 7D | -0.2% | -8.4% | +8.3% | +0.3% |
| 30D | -3.3% | -31.0% | +27.7% | -1.6% |
| 3M | -3.4% | -57.0% | +53.6% | +0.5% |
| 6M | +0.8% | -78.3% | +79.1% | +8.0% |
| YTD | +10.7% | -84.8% | +95.5% | +17.8% |
| All | +11.2% | -90.8% | +102.1% | +20.6% |
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