-61.5%
EOSE vs GEN
+68.5%
-130.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -2.2% | +13.0% | +11.9% |
| 7D | +19.0% | -1.2% | +20.2% | +19.7% |
| 30D | +1.6% | +10.1% | -8.6% | -3.2% |
| 3M | -52.0% | +16.1% | -68.1% | -55.7% |
| 6M | -42.5% | +38.9% | -81.4% | -51.6% |
| YTD | -66.1% | +14.4% | -80.6% | -69.2% |
| 1Y | -47.1% | +5.9% | -53.0% | -50.0% |
| 3Y | +0.8% | +58.8% | -58.0% | -19.5% |
| 5Y | -71.7% | +24.7% | -96.3% | -76.9% |
| All | -61.5% | +68.5% | -130.0% | -69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling