-47.1%
EOSE vs BEN
+42.6%
-89.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.5% | +7.3% | +7.7% |
| 7D | +19.0% | +0.2% | +18.8% | +18.9% |
| 30D | +1.6% | -0.5% | +2.1% | +2.0% |
| 3M | -52.0% | +9.7% | -61.7% | -54.9% |
| 6M | -42.5% | +33.9% | -76.4% | -53.1% |
| YTD | -66.1% | +49.0% | -115.1% | -73.3% |
| 1Y | -47.1% | +42.1% | -89.3% | -57.4% |
| All | -47.1% | +42.6% | -89.7% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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