-10.1%
DIS vs EOSE
-49.1%
+39.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +10.9% | -12.6% | -2.0% |
| 7D | -2.6% | +19.0% | -21.6% | -3.0% |
| 30D | +3.5% | +1.6% | +1.9% | +3.3% |
| 3M | +6.8% | -52.0% | +58.8% | +8.9% |
| 6M | +3.0% | -42.5% | +45.5% | +3.7% |
| YTD | -6.7% | -66.1% | +59.4% | -5.4% |
| 1Y | -10.1% | -47.1% | +37.1% | -6.8% |
| All | -10.1% | -49.1% | +39.0% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling