-69.2%
EOSE vs EAT
+308.2%
-377.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.7% |
| 7D | +14.0% | -6.2% | +20.2% | +16.8% |
| 30D | -5.9% | -3.0% | -2.9% | -5.4% |
| 3M | -34.3% | +45.6% | -79.9% | -45.1% |
| 6M | -37.8% | +53.5% | -91.3% | -50.7% |
| YTD | -65.2% | +49.6% | -114.8% | -72.4% |
| 1Y | -41.9% | +38.9% | -80.8% | -52.9% |
| 3Y | +44.6% | +589.7% | -545.1% | -54.7% |
| 5Y | -69.2% | +318.7% | -387.9% | -90.1% |
| All | -69.2% | +308.2% | -377.3% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 5y: compounded portfolio wealth divided by compounded EAT 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…
5y analysis · Full analysis span regression · 6 months rolling