-47.1%
EOSE vs AEE
+8.8%
-55.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.1% | +10.8% | +10.9% |
| 7D | +19.0% | +0.3% | +18.7% | +19.2% |
| 30D | +1.6% | -2.3% | +3.8% | +0.7% |
| 3M | -52.0% | +0.2% | -52.2% | -52.6% |
| 6M | -42.5% | -4.7% | -37.8% | -42.4% |
| YTD | -66.1% | +8.1% | -74.2% | -69.9% |
| 1Y | -47.1% | +8.5% | -55.7% | -50.2% |
| All | -47.1% | +8.8% | -55.9% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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