-84.8%
EOSE vs BEN
+56.2%
-141.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.7% | +8.0% | +7.1% |
| 7D | +9.7% | +6.7% | +3.0% | +2.1% |
| 30D | -34.6% | +3.0% | -37.6% | -36.4% |
| 3M | -50.8% | -4.3% | -46.5% | -48.3% |
| 6M | -66.5% | +16.4% | -82.8% | -69.6% |
| YTD | -81.3% | +46.8% | -128.1% | -85.0% |
| 1Y | -84.8% | +57.3% | -142.2% | -87.9% |
| All | -84.8% | +56.2% | -141.1% | -87.9% |
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