+45.6%
EOSE vs BEN
+51.0%
-5.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.3% | -2.5% | -2.9% |
| 7D | +14.0% | +0.3% | +13.7% | +14.0% |
| 30D | -5.9% | +0.9% | -6.8% | -6.3% |
| 3M | -34.3% | +9.2% | -43.4% | -37.4% |
| 6M | -37.8% | +36.8% | -74.5% | -48.2% |
| YTD | -65.2% | +44.4% | -109.6% | -72.0% |
| 1Y | -41.9% | +45.8% | -87.8% | -53.7% |
| All | +45.6% | +51.0% | -5.4% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling