-46.3%
ALB vs EOSE
-70.2%
+24.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.9% | +0.8% | -2.6% |
| 7D | -7.6% | +14.0% | -21.6% | -9.0% |
| 30D | -5.6% | -5.9% | +0.3% | -5.4% |
| 3M | -16.8% | -34.3% | +17.4% | -14.2% |
| 6M | -26.3% | -37.8% | +11.4% | -24.7% |
| YTD | -13.2% | -65.2% | +52.0% | -7.4% |
| 1Y | +68.8% | -41.9% | +110.7% | +68.5% |
| 3Y | -30.7% | +44.6% | -75.2% | -43.6% |
| 5Y | -46.3% | -69.2% | +22.9% | -51.8% |
| All | -46.3% | -70.2% | +24.0% | -51.8% |
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