+55.8%
EOSE vs RBA
+29.1%
+26.7%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -2.0% | +12.8% | +12.2% |
| 7D | +41.4% | -1.1% | +42.5% | +42.3% |
| 30D | +3.6% | -13.2% | +16.8% | +13.7% |
| 3M | -35.7% | -21.4% | -14.4% | -25.8% |
| 6M | -29.9% | -20.9% | -9.0% | -19.9% |
| YTD | -62.5% | -19.9% | -42.6% | -58.4% |
| 1Y | -37.4% | -28.7% | -8.7% | -23.2% |
| 3Y | +55.8% | +27.4% | +28.4% | +6.1% |
| All | +55.8% | +29.1% | +26.7% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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