-67.8%
EOSE vs SUI
-32.1%
-35.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -1.5% | +12.3% | +11.7% |
| 7D | +41.4% | -3.1% | +44.6% | +44.0% |
| 30D | +3.6% | -2.3% | +5.9% | +4.7% |
| 3M | -35.7% | -2.8% | -32.9% | -36.1% |
| 6M | -29.9% | -12.4% | -17.5% | -25.0% |
| YTD | -62.5% | -3.3% | -59.2% | -63.4% |
| 1Y | -37.4% | -5.8% | -31.6% | -37.8% |
| 3Y | +55.8% | +12.5% | +43.3% | +27.7% |
| 5Y | -67.8% | -32.9% | -35.0% | -63.4% |
| All | -67.8% | -32.1% | -35.7% | -63.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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