-84.8%
EOSE vs GEN
+20.2%
-105.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +4.0% | +8.7% | +10.9% |
| 7D | +9.7% | +26.9% | -17.1% | -1.6% |
| 30D | -34.6% | +38.6% | -73.2% | -43.6% |
| 3M | -50.8% | +9.7% | -60.6% | -53.2% |
| 6M | -66.5% | +58.9% | -125.4% | -74.2% |
| YTD | -81.3% | +15.3% | -96.7% | -85.5% |
| 1Y | -84.8% | +21.8% | -106.6% | -89.0% |
| All | -84.8% | +20.2% | -105.0% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling