-78.7%
EOSE vs DOC
+2.7%
-81.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +3.1% | +9.5% | +10.8% |
| 7D | +9.7% | +8.7% | +1.0% | +4.6% |
| 30D | -34.6% | +7.6% | -42.2% | -37.5% |
| 3M | -50.8% | -5.3% | -45.5% | -49.5% |
| 6M | -66.5% | +27.6% | -94.1% | -72.4% |
| YTD | -81.3% | +32.4% | -113.7% | -85.2% |
| 1Y | -84.8% | +22.9% | -107.7% | -87.3% |
| 3Y | +8.6% | +43.1% | -34.5% | -19.8% |
| 5Y | -80.7% | -21.4% | -59.3% | -81.0% |
| All | -78.7% | +2.7% | -81.4% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling