+51.9%
DOW vs EOSE
-85.5%
+137.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +12.6% | -15.9% | -3.0% |
| 7D | -4.2% | +9.7% | -13.9% | -4.0% |
| 30D | +14.7% | -34.6% | +49.3% | +14.5% |
| 3M | +9.1% | -50.8% | +59.9% | +8.7% |
| 6M | -17.7% | -66.5% | +48.8% | -17.6% |
| YTD | +44.6% | -81.3% | +125.9% | +48.0% |
| 1Y | +51.9% | -84.8% | +136.7% | +56.3% |
| All | +51.9% | -85.5% | +137.4% | +56.3% |
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