+479.4%
ASX vs EOSE
-69.1%
+548.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.0% | +3.9% |
| 7D | +11.1% | +15.0% | -3.8% | +9.4% |
| 30D | +9.6% | +2.5% | +7.1% | +8.9% |
| 3M | +18.6% | -33.7% | +52.3% | +22.5% |
| 6M | +92.1% | -32.7% | +124.9% | +96.5% |
| YTD | +158.5% | -63.8% | +222.3% | +174.5% |
| 1Y | +271.9% | -40.5% | +312.4% | +273.3% |
| 3Y | +465.2% | +50.4% | +414.9% | +383.8% |
| 5Y | +479.4% | -68.6% | +548.0% | +433.4% |
| All | +479.4% | -69.1% | +548.5% | +433.4% |
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 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