-60.8%
EOSE vs BEN
+133.0%
-193.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +1.8% | -3.1% | +4.9% | +4.3% |
| 30D | -6.8% | +0.2% | -7.0% | -6.8% |
| 3M | -36.3% | +6.8% | -43.1% | -38.8% |
| 6M | -38.8% | +38.1% | -76.9% | -50.9% |
| YTD | -65.5% | +44.3% | -109.9% | -73.4% |
| 1Y | -45.3% | +42.6% | -87.9% | -57.5% |
| 3Y | +44.2% | +52.3% | -8.1% | +3.7% |
| 5Y | -69.5% | +37.6% | -107.1% | -77.4% |
| All | -60.8% | +133.0% | -193.8% | -65.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling