+55.8%
EOSE vs RACE
+39.3%
+16.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.0% | +11.8% | +11.3% |
| 7D | +41.4% | -1.0% | +42.5% | +42.0% |
| 30D | +3.6% | -1.5% | +5.1% | +4.6% |
| 3M | -35.7% | +15.5% | -51.2% | -40.3% |
| 6M | -29.9% | +17.3% | -47.1% | -35.2% |
| YTD | -62.5% | +11.1% | -73.6% | -64.9% |
| 1Y | -37.4% | -14.3% | -23.1% | -32.9% |
| 3Y | +55.8% | +40.2% | +15.6% | +15.3% |
| All | +55.8% | +39.3% | +16.5% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling