-29.5%
AZO vs EOSE
-49.1%
+19.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.9% | -10.3% | +0.5% |
| 7D | +0.7% | +19.0% | -18.3% | +0.8% |
| 30D | -2.7% | +1.6% | -4.3% | -2.7% |
| 3M | -3.2% | -52.0% | +48.8% | -2.6% |
| 6M | -19.7% | -42.5% | +22.8% | -20.2% |
| YTD | -12.0% | -66.1% | +54.1% | -12.6% |
| 1Y | -29.5% | -47.1% | +17.6% | -29.7% |
| All | -29.5% | -49.1% | +19.6% | -29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling