+38.7%
EOSE vs RACE
+26.8%
+11.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.7% | +7.4% | +7.7% |
| 7D | +6.8% | +3.9% | +2.9% | +5.3% |
| 30D | -25.4% | +7.4% | -32.8% | -27.7% |
| 3M | -54.7% | +1.6% | -56.3% | -54.8% |
| 6M | -76.5% | +23.3% | -99.8% | -78.8% |
| YTD | -83.6% | +14.7% | -98.3% | -84.8% |
| 1Y | -89.7% | +2.5% | -92.2% | -89.8% |
| 3Y | +38.7% | +28.0% | +10.8% | +15.1% |
| All | +38.7% | +26.8% | +11.9% | +15.1% |
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