+1,828.2%
DELL vs EOSE
-58.6%
+1,886.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.7% | +0.6% |
| 7D | +8.7% | +15.0% | -6.2% | +7.4% |
| 30D | +16.9% | +2.5% | +14.4% | +16.4% |
| 3M | +40.4% | -33.7% | +74.1% | +43.9% |
| 6M | +267.1% | -32.7% | +299.8% | +272.0% |
| YTD | +329.1% | -63.8% | +392.9% | +348.6% |
| 1Y | +346.9% | -40.5% | +387.5% | +345.6% |
| 3Y | +696.6% | +50.4% | +646.3% | +597.5% |
| 5Y | +1,106.2% | -68.6% | +1,174.7% | +908.8% |
| All | +1,828.2% | -58.6% | +1,886.8% | +1,610.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling