+1,005.6%
ASX vs EOSE
-60.6%
+1,066.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.9% |
| 7D | +5.2% | +1.8% | +3.4% | +5.0% |
| 30D | +0.5% | -6.8% | +7.3% | +0.8% |
| 3M | +8.3% | -36.3% | +44.6% | +12.2% |
| 6M | +82.0% | -38.8% | +120.8% | +87.8% |
| YTD | +147.6% | -65.5% | +213.2% | +164.1% |
| 1Y | +258.8% | -45.3% | +304.1% | +263.0% |
| 3Y | +452.1% | +44.2% | +407.9% | +374.2% |
| 5Y | +441.7% | -69.5% | +511.2% | +364.7% |
| All | +1,005.6% | -60.6% | +1,066.2% | +857.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling