-84.8%
EOSE vs BBWI
+2.4%
-87.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.1% | +8.5% | +11.8% |
| 7D | +9.7% | +8.8% | +1.0% | +8.0% |
| 30D | -34.6% | +34.8% | -69.4% | -38.1% |
| 3M | -50.8% | +12.9% | -63.7% | -52.0% |
| 6M | -66.5% | +29.6% | -96.0% | -68.5% |
| YTD | -81.3% | +20.8% | -102.1% | -82.0% |
| 1Y | -84.8% | +4.1% | -88.9% | -85.4% |
| All | -84.8% | +2.4% | -87.2% | -85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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