-47.3%
DOCS vs EOSE
-85.5%
+38.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +12.6% | -6.3% | +6.4% |
| 7D | +1.2% | +9.7% | -8.5% | +1.3% |
| 30D | +21.3% | -34.6% | +55.9% | +20.2% |
| 3M | +58.4% | -50.8% | +109.2% | +56.4% |
| 6M | +39.3% | -66.5% | +105.8% | +36.4% |
| YTD | -21.7% | -81.3% | +59.6% | -24.6% |
| 1Y | -47.3% | -84.8% | +37.5% | -49.6% |
| All | -47.3% | -85.5% | +38.2% | -49.6% |
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