-60.4%
EOSE vs RACE
+136.5%
-196.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.4% | -5.0% |
| 7D | +14.0% | -2.2% | +16.2% | +15.6% |
| 30D | -5.9% | -0.4% | -5.5% | -5.6% |
| 3M | -34.3% | +17.9% | -52.2% | -42.0% |
| 6M | -37.8% | +19.3% | -57.0% | -45.6% |
| YTD | -65.2% | +11.9% | -77.0% | -69.0% |
| 1Y | -41.9% | -12.7% | -29.2% | -38.3% |
| 3Y | +44.6% | +41.1% | +3.5% | -7.8% |
| 5Y | -69.2% | +94.1% | -163.2% | -86.0% |
| All | -60.4% | +136.5% | -196.8% | -81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RACE 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling