+44.2%
EOSE vs FND
-50.3%
+94.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.3% |
| 7D | +1.8% | -5.8% | +7.6% | +3.4% |
| 30D | -6.8% | -20.2% | +13.4% | -0.5% |
| 3M | -36.3% | -12.0% | -24.3% | -34.7% |
| 6M | -38.8% | -18.5% | -20.3% | -36.0% |
| YTD | -65.5% | -22.3% | -43.3% | -63.8% |
| 1Y | -45.3% | -47.6% | +2.4% | -35.7% |
| 3Y | +44.2% | -49.8% | +93.9% | +64.9% |
| All | +44.2% | -50.3% | +94.4% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling