+29.2%
ALL vs EOSE
-88.8%
+118.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.2% | +0.7% |
| 7D | +5.0% | +9.8% | -4.7% | +5.7% |
| 30D | +13.3% | -2.1% | +15.4% | +13.7% |
| 3M | +3.2% | -54.1% | +57.3% | -0.4% |
| 6M | +25.3% | -76.9% | +102.3% | +18.5% |
| YTD | +30.5% | -83.3% | +113.8% | +20.4% |
| 1Y | +29.2% | -87.4% | +116.6% | +19.3% |
| All | +29.2% | -88.8% | +118.0% | +19.3% |
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 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