+44.2%
EOSE vs SPXU
-79.9%
+124.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -2.9% |
| 7D | +1.8% | +2.5% | -0.7% | +3.7% |
| 30D | -6.8% | +4.2% | -11.0% | -3.2% |
| 3M | -36.3% | -9.3% | -27.0% | -39.0% |
| 6M | -38.8% | -30.7% | -8.1% | -48.8% |
| YTD | -65.5% | -28.1% | -37.4% | -69.6% |
| 1Y | -45.3% | -35.2% | -10.0% | -53.1% |
| 3Y | +44.2% | -79.9% | +124.1% | -33.7% |
| All | +44.2% | -79.9% | +124.1% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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