-81.9%
EOSE vs IBB
+43.4%
-125.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.4% | +0.4% | +13.9% | +13.7% |
| 7D | -7.0% | -1.4% | -5.7% | -4.5% |
| 30D | -16.7% | +6.8% | -23.5% | -23.5% |
| 3M | -53.1% | +9.2% | -62.3% | -58.9% |
| 6M | -76.8% | +28.3% | -105.1% | -84.4% |
| YTD | -82.6% | +29.4% | -112.0% | -88.3% |
| 1Y | -89.3% | +33.2% | -122.4% | -93.0% |
| 3Y | +55.5% | +90.2% | -34.7% | -43.8% |
| 5Y | -81.9% | +44.0% | -125.8% | -89.8% |
| All | -81.9% | +43.4% | -125.2% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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