+1,943.6%
DELL vs EOSE
-60.6%
+2,004.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +12.1% |
| 7D | +8.2% | +1.8% | +6.4% | +8.0% |
| 30D | +17.1% | -6.8% | +23.9% | +17.5% |
| 3M | +45.2% | -36.3% | +81.4% | +49.3% |
| 6M | +286.8% | -38.8% | +325.5% | +295.0% |
| YTD | +354.8% | -65.5% | +420.3% | +377.5% |
| 1Y | +358.3% | -45.3% | +403.5% | +360.0% |
| 3Y | +724.9% | +44.2% | +680.7% | +624.9% |
| 5Y | +1,193.7% | -69.5% | +1,263.2% | +986.1% |
| All | +1,943.6% | -60.6% | +2,004.3% | +1,721.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling