+1,218.2%
BE vs EOSE
-70.2%
+1,288.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.9% | -0.2% | -3.1% |
| 7D | +9.7% | +14.0% | -4.3% | +6.4% |
| 30D | +22.4% | -5.9% | +28.3% | +23.3% |
| 3M | +10.4% | -34.3% | +44.6% | +21.0% |
| 6M | +67.9% | -37.8% | +105.6% | +81.7% |
| YTD | +197.5% | -65.2% | +262.7% | +259.3% |
| 1Y | +310.6% | -41.9% | +352.5% | +345.3% |
| 3Y | +1,657.2% | +44.6% | +1,612.7% | +1,209.2% |
| 5Y | +1,218.2% | -69.2% | +1,287.3% | +1,220.9% |
| All | +1,218.2% | -70.2% | +1,288.4% | +1,220.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling