+51.5%
EOSE vs BUD
+44.4%
+7.0%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.7% |
| 7D | +15.0% | -1.3% | +16.3% | +15.5% |
| 30D | +2.5% | -6.1% | +8.6% | +4.8% |
| 3M | -33.7% | -3.8% | -30.0% | -33.5% |
| 6M | -32.7% | +8.2% | -40.9% | -36.3% |
| YTD | -63.8% | +23.6% | -87.4% | -69.0% |
| 1Y | -40.5% | +33.4% | -74.0% | -52.2% |
| All | +51.5% | +44.4% | +7.0% | -0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling