+59.5%
ACWI vs EOSE
-84.2%
+143.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.0% | -5.4% | +2.2% |
| 7D | +0.3% | +6.8% | -6.5% | -0.1% |
| 30D | -2.8% | -25.4% | +22.6% | -1.8% |
| 3M | -3.2% | -54.7% | +51.5% | -0.1% |
| 6M | +1.3% | -76.5% | +77.8% | +7.1% |
| YTD | +11.2% | -83.6% | +94.8% | +17.8% |
| 1Y | +13.8% | -89.7% | +103.5% | +22.7% |
| 3Y | +76.2% | +38.7% | +37.4% | +59.7% |
| 5Y | +59.5% | -82.9% | +142.4% | +53.6% |
| All | +59.5% | -84.2% | +143.7% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling