+44.2%
EOSE vs HRB
+25.9%
+18.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.0% |
| 7D | +1.8% | -8.0% | +9.8% | +1.3% |
| 30D | -6.8% | -16.0% | +9.1% | -7.7% |
| 3M | -36.3% | +26.9% | -63.2% | -35.9% |
| 6M | -38.8% | +51.1% | -89.9% | -39.6% |
| YTD | -65.5% | +7.1% | -72.6% | -64.5% |
| 1Y | -45.3% | -9.6% | -35.7% | -42.4% |
| 3Y | +44.2% | +25.4% | +18.8% | +25.0% |
| All | +44.2% | +25.9% | +18.3% | +25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling