-58.8%
EOSE vs FND
-36.1%
-22.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.1% |
| 7D | +15.0% | -0.8% | +15.7% | +15.0% |
| 30D | +2.5% | -19.6% | +22.1% | +14.3% |
| 3M | -33.7% | -4.3% | -29.4% | -34.4% |
| 6M | -32.7% | -20.4% | -12.3% | -27.0% |
| YTD | -63.8% | -21.9% | -41.9% | -61.0% |
| 1Y | -40.5% | -45.2% | +4.6% | -23.0% |
| 3Y | +50.4% | -49.2% | +99.6% | +81.3% |
| 5Y | -68.6% | -61.8% | -6.8% | -60.4% |
| All | -58.8% | -36.1% | -22.7% | -56.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling