-47.1%
EOSE vs HRB
+1.1%
-48.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -4.0% | +14.8% | +9.9% |
| 7D | +19.0% | -5.7% | +24.7% | +17.5% |
| 30D | +1.6% | +7.9% | -6.3% | +4.0% |
| 3M | -52.0% | +32.1% | -84.1% | -47.5% |
| 6M | -42.5% | +62.2% | -104.8% | -35.9% |
| YTD | -66.1% | +16.4% | -82.5% | -65.4% |
| 1Y | -47.1% | -0.3% | -46.9% | -52.0% |
| All | -47.1% | +1.1% | -48.2% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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