+950.7%
ASX vs EOSE
-61.3%
+1,012.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.9% | -10.6% | -0.9% |
| 7D | -0.7% | +19.0% | -19.7% | -2.7% |
| 30D | +2.0% | +1.6% | +0.4% | +1.4% |
| 3M | -1.3% | -52.0% | +50.6% | +5.0% |
| 6M | +71.4% | -42.5% | +114.0% | +77.9% |
| YTD | +135.3% | -66.1% | +201.5% | +151.4% |
| 1Y | +267.5% | -47.1% | +314.6% | +272.7% |
| 3Y | +388.5% | +0.8% | +387.7% | +331.4% |
| 5Y | +417.1% | -71.7% | +488.8% | +346.4% |
| All | +950.7% | -61.3% | +1,012.0% | +811.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling