+504.7%
ASX vs EOSE
-84.5%
+589.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -7.4% | +10.7% | +4.1% |
| 7D | -9.1% | -8.4% | -0.7% | -8.3% |
| 30D | -23.6% | -31.0% | +7.4% | -20.9% |
| 3M | -5.6% | -57.0% | +51.4% | +2.0% |
| 6M | +4.7% | -78.3% | +83.0% | +20.1% |
| YTD | +122.6% | -84.8% | +207.4% | +156.8% |
| 1Y | +133.0% | -90.9% | +223.9% | +179.2% |
| 3Y | +367.1% | +35.9% | +331.2% | +314.6% |
| 5Y | +504.7% | -84.1% | +588.8% | +388.8% |
| All | +504.7% | -84.5% | +589.3% | +388.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling