-81.0%
EOSE vs BUD
+75.8%
-156.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +5.0% |
| 7D | +9.8% | +1.0% | +8.8% | +9.1% |
| 30D | -2.1% | +6.7% | -8.7% | -5.8% |
| 3M | -54.1% | +5.7% | -59.8% | -55.8% |
| 6M | -76.9% | +5.8% | -82.7% | -78.2% |
| YTD | -83.3% | +34.4% | -117.7% | -86.6% |
| 1Y | -87.4% | +33.3% | -120.7% | -89.9% |
| 3Y | +61.9% | +48.8% | +13.1% | +18.8% |
| 5Y | -82.1% | +52.5% | -134.6% | -87.2% |
| All | -81.0% | +75.8% | -156.8% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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