+445.9%
ASX vs EOSE
+36.5%
+409.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.8% | -4.7% | +4.8% |
| 7D | +6.3% | +41.4% | -35.1% | +1.8% |
| 30D | +6.4% | +3.6% | +2.8% | +5.5% |
| 3M | +13.1% | -35.7% | +48.9% | +17.3% |
| 6M | +90.3% | -29.9% | +120.1% | +94.3% |
| YTD | +149.6% | -62.5% | +212.1% | +164.7% |
| 1Y | +249.2% | -37.4% | +286.6% | +250.0% |
| 3Y | +445.9% | +55.8% | +390.1% | +368.8% |
| All | +445.9% | +36.5% | +409.4% | +368.8% |
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 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