-32.9%
DOCS vs EOSE
-88.8%
+55.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.1% | +0.3% |
| 7D | +2.6% | +9.8% | -7.2% | +2.3% |
| 30D | +11.4% | -2.1% | +13.5% | +11.4% |
| 3M | +25.4% | -54.1% | +79.5% | +25.5% |
| 6M | +42.5% | -76.9% | +119.5% | +42.5% |
| YTD | -24.7% | -83.3% | +58.6% | -25.7% |
| 1Y | -32.9% | -87.4% | +54.5% | -33.4% |
| All | -32.9% | -88.8% | +55.9% | -33.4% |
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