-60.8%
EOSE vs RGEN
-3.6%
-57.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | +1.8% | -1.4% | +3.2% | +2.4% |
| 30D | -6.8% | -0.3% | -6.5% | -6.7% |
| 3M | -36.3% | +23.9% | -60.2% | -42.2% |
| 6M | -38.8% | +38.5% | -77.3% | -47.4% |
| YTD | -65.5% | +0.8% | -66.3% | -66.3% |
| 1Y | -45.3% | +38.2% | -83.5% | -53.0% |
| 3Y | +44.2% | +1.3% | +42.9% | +30.9% |
| 5Y | -69.5% | -44.0% | -25.5% | -67.7% |
| All | -60.8% | -3.6% | -57.2% | -63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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