+895.8%
ASX vs EOSE
-81.0%
+976.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.5% | -7.6% | -2.6% |
| 7D | +12.4% | +9.8% | +2.6% | +11.2% |
| 30D | -19.8% | -2.1% | -17.8% | -19.9% |
| 3M | -10.3% | -54.1% | +43.8% | -4.0% |
| 6M | +1.2% | -76.9% | +78.2% | +15.1% |
| YTD | +123.0% | -83.3% | +206.4% | +154.4% |
| 1Y | +145.4% | -87.4% | +232.9% | +185.5% |
| 3Y | +368.6% | +61.9% | +306.8% | +305.1% |
| 5Y | +486.0% | -82.1% | +568.1% | +429.5% |
| All | +895.8% | -81.0% | +976.7% | +822.8% |
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 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