-60.8%
EOSE vs FND
-36.4%
-24.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.5% |
| 7D | +1.8% | -5.8% | +7.6% | +4.6% |
| 30D | -6.8% | -20.2% | +13.4% | +4.4% |
| 3M | -36.3% | -12.0% | -24.3% | -33.9% |
| 6M | -38.8% | -18.5% | -20.3% | -34.4% |
| YTD | -65.5% | -22.3% | -43.3% | -62.8% |
| 1Y | -45.3% | -47.6% | +2.4% | -27.3% |
| 3Y | +44.2% | -49.8% | +93.9% | +74.9% |
| 5Y | -69.5% | -63.0% | -6.5% | -61.1% |
| All | -60.8% | -36.4% | -24.4% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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