-69.6%
EOSE vs BB
-26.5%
-43.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -2.0% |
| 7D | +1.8% | -0.4% | +2.2% | +2.2% |
| 30D | -6.8% | -12.5% | +5.7% | +0.3% |
| 3M | -36.3% | -17.4% | -18.9% | -31.0% |
| 6M | -38.8% | +119.1% | -157.9% | -63.5% |
| YTD | -65.5% | +102.4% | -167.9% | -78.6% |
| 1Y | -45.3% | +98.2% | -143.5% | -66.0% |
| 3Y | +44.2% | +46.9% | -2.8% | -2.1% |
| All | -69.6% | -26.5% | -43.2% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling