-69.2%
EOSE vs GEN
+21.5%
-90.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.7% | -4.6% | -4.2% |
| 7D | +14.0% | -4.3% | +18.3% | +16.4% |
| 30D | -5.9% | +3.8% | -9.7% | -8.2% |
| 3M | -34.3% | +22.3% | -56.5% | -42.0% |
| 6M | -37.8% | +39.0% | -76.7% | -48.9% |
| YTD | -65.2% | +11.9% | -77.1% | -68.4% |
| 1Y | -41.9% | +4.5% | -46.4% | -45.1% |
| 3Y | +44.6% | +59.0% | -14.4% | +10.6% |
| 5Y | -69.2% | +22.0% | -91.2% | -75.6% |
| All | -69.2% | +21.5% | -90.6% | -75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling