-84.8%
EOSE vs PHM
+16.2%
-101.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +7.2% | +5.5% | +9.9% |
| 7D | +9.7% | +13.6% | -3.8% | +4.3% |
| 30D | -34.6% | +19.3% | -53.8% | -39.1% |
| 3M | -50.8% | +3.5% | -54.3% | -51.9% |
| 6M | -66.5% | +18.6% | -85.0% | -69.3% |
| YTD | -81.3% | +16.7% | -98.0% | -83.8% |
| 1Y | -84.8% | +14.6% | -99.4% | -87.2% |
| All | -84.8% | +16.2% | -101.0% | -87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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