-58.8%
EOSE vs IBN
+168.5%
-227.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.8% | -2.2% |
| 7D | +15.0% | -5.1% | +20.1% | +19.1% |
| 30D | +2.5% | -3.5% | +6.0% | +5.0% |
| 3M | -33.7% | +11.3% | -45.0% | -38.7% |
| 6M | -32.7% | +4.4% | -37.2% | -34.9% |
| YTD | -63.8% | -1.8% | -62.0% | -63.6% |
| 1Y | -40.5% | -8.0% | -32.6% | -37.7% |
| 3Y | +50.4% | +27.1% | +23.3% | +22.2% |
| 5Y | -68.6% | +54.5% | -123.1% | -77.3% |
| All | -58.8% | +168.5% | -227.3% | -64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling