+367.1%
ASX vs EOSE
+29.9%
+337.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.4% | +10.7% | +4.2% |
| 7D | -9.1% | -8.4% | -0.7% | -8.1% |
| 30D | -23.6% | -31.0% | +7.4% | -20.3% |
| 3M | -5.6% | -57.0% | +51.4% | +3.6% |
| 6M | +4.7% | -78.3% | +83.0% | +22.9% |
| YTD | +122.6% | -84.8% | +207.4% | +162.6% |
| 1Y | +133.0% | -90.9% | +223.9% | +186.2% |
| 3Y | +367.1% | +35.9% | +331.2% | +333.3% |
| All | +367.1% | +29.9% | +337.3% | +333.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling