+973.6%
AR vs EOSE
-57.1%
+1,030.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +10.8% | -11.7% | -1.5% |
| 7D | -1.8% | +41.4% | -43.3% | -4.2% |
| 30D | +12.6% | +3.6% | +9.0% | +11.9% |
| 3M | +10.0% | -35.7% | +45.7% | +12.2% |
| 6M | +0.6% | -29.9% | +30.5% | +0.6% |
| YTD | +13.4% | -62.5% | +75.9% | +16.7% |
| 1Y | +21.7% | -37.4% | +59.1% | +18.9% |
| 3Y | +45.8% | +55.8% | -10.0% | +21.2% |
| 5Y | +144.3% | -67.8% | +212.1% | +103.9% |
| All | +973.6% | -57.1% | +1,030.8% | +822.4% |
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