+240.8%
ADI vs EOSE
-58.6%
+299.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +0.8% |
| 7D | +2.6% | +15.0% | -12.3% | +1.5% |
| 30D | -4.6% | +2.5% | -7.1% | -5.1% |
| 3M | -9.5% | -33.7% | +24.2% | -7.5% |
| 6M | +14.8% | -32.7% | +47.6% | +15.9% |
| YTD | +35.8% | -63.8% | +99.6% | +41.0% |
| 1Y | +48.9% | -40.5% | +89.5% | +47.2% |
| 3Y | +115.6% | +50.4% | +65.2% | +84.4% |
| 5Y | +135.1% | -68.6% | +203.7% | +95.8% |
| All | +240.8% | -58.6% | +299.4% | +207.3% |
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