+198.7%
B vs EOSE
+36.5%
+162.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +10.8% | -12.3% | -2.4% |
| 7D | +2.3% | +41.4% | -39.1% | -0.9% |
| 30D | +1.4% | +3.6% | -2.3% | +0.6% |
| 3M | +12.2% | -35.7% | +47.9% | +15.2% |
| 6M | -2.1% | -29.9% | +27.7% | -0.9% |
| YTD | +2.9% | -62.5% | +65.4% | +7.7% |
| 1Y | +55.3% | -37.4% | +92.7% | +54.4% |
| 3Y | +198.7% | +55.8% | +142.9% | +143.5% |
| All | +198.7% | +36.5% | +162.2% | +143.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling