-58.8%
EOSE vs RACE
+132.8%
-191.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -2.8% |
| 7D | +15.0% | -2.6% | +17.6% | +16.9% |
| 30D | +2.5% | -1.1% | +3.6% | +3.4% |
| 3M | -33.7% | +12.5% | -46.2% | -39.5% |
| 6M | -32.7% | +17.4% | -50.2% | -40.5% |
| YTD | -63.8% | +10.1% | -73.9% | -67.3% |
| 1Y | -40.5% | -15.1% | -25.4% | -35.3% |
| 3Y | +50.4% | +38.9% | +11.4% | -3.0% |
| 5Y | -68.6% | +90.7% | -159.2% | -85.6% |
| All | -58.8% | +132.8% | -191.6% | -80.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling