-69.2%
EOSE vs RGEN
-44.2%
-25.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.2% | -3.6% | -3.8% |
| 7D | +14.0% | -2.9% | +16.9% | +15.3% |
| 30D | -5.9% | -0.1% | -5.8% | -5.8% |
| 3M | -34.3% | +25.9% | -60.2% | -40.7% |
| 6M | -37.8% | +35.2% | -73.0% | -46.1% |
| YTD | -65.2% | +0.5% | -65.7% | -65.9% |
| 1Y | -41.9% | +37.0% | -78.9% | -50.0% |
| 3Y | +44.6% | +2.0% | +42.5% | +31.1% |
| 5Y | -69.2% | -44.2% | -25.0% | -67.2% |
| All | -69.2% | -44.2% | -25.0% | -67.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling