-0.3%
BA vs EOSE
+36.5%
-36.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.8% | -11.5% | -1.3% |
| 7D | +2.5% | +41.4% | -39.0% | +0.4% |
| 30D | -10.1% | +3.6% | -13.7% | -10.5% |
| 3M | -2.4% | -35.7% | +33.3% | -0.9% |
| 6M | -8.8% | -29.9% | +21.0% | -8.6% |
| YTD | -2.9% | -62.5% | +59.5% | -0.7% |
| 1Y | -8.8% | -37.4% | +28.7% | -9.6% |
| 3Y | -0.3% | +55.8% | -56.1% | -7.9% |
| All | -0.3% | +36.5% | -36.8% | -7.9% |
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 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