-60.8%
EOSE vs GEN
+66.4%
-127.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.5% |
| 7D | +1.8% | -1.3% | +3.1% | +2.2% |
| 30D | -6.8% | +6.1% | -13.0% | -9.8% |
| 3M | -36.3% | +27.0% | -63.2% | -44.0% |
| 6M | -38.8% | +43.9% | -82.6% | -49.3% |
| YTD | -65.5% | +13.0% | -78.5% | -68.5% |
| 1Y | -45.3% | +4.0% | -49.3% | -47.9% |
| 3Y | +44.2% | +66.2% | -22.0% | +13.1% |
| 5Y | -69.5% | +23.2% | -92.7% | -75.1% |
| All | -60.8% | +66.4% | -127.1% | -68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling