-47.1%
EOSE vs AGI
+17.6%
-64.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.9% | +12.8% | +11.7% |
| 7D | +19.0% | +0.6% | +18.4% | +18.6% |
| 30D | +1.6% | +18.2% | -16.7% | -5.4% |
| 3M | -52.0% | -4.1% | -47.8% | -51.3% |
| 6M | -42.5% | -28.7% | -13.8% | -36.6% |
| YTD | -66.1% | -4.0% | -62.2% | -68.1% |
| 1Y | -47.1% | +17.4% | -64.6% | -55.6% |
| All | -47.1% | +17.6% | -64.7% | -55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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