-60.8%
EOSE vs IBN
+171.9%
-232.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -2.3% |
| 7D | +1.8% | -3.0% | +4.8% | +3.8% |
| 30D | -6.8% | -1.5% | -5.3% | -5.9% |
| 3M | -36.3% | +7.9% | -44.2% | -39.7% |
| 6M | -38.8% | +8.6% | -47.4% | -42.4% |
| YTD | -65.5% | -0.6% | -65.0% | -65.7% |
| 1Y | -45.3% | -7.3% | -38.0% | -43.0% |
| 3Y | +44.2% | +26.2% | +17.9% | +17.8% |
| 5Y | -69.5% | +57.8% | -127.3% | -78.2% |
| All | -60.8% | +171.9% | -232.7% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling