+44.2%
EOSE vs UUUU
+74.5%
-30.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | +1.2% |
| 7D | +1.8% | -10.5% | +12.3% | +6.8% |
| 30D | -6.8% | -10.5% | +3.7% | -2.0% |
| 3M | -36.3% | -14.1% | -22.2% | -31.5% |
| 6M | -38.8% | -35.5% | -3.3% | -27.4% |
| YTD | -65.5% | -10.9% | -54.6% | -63.3% |
| 1Y | -45.3% | +3.4% | -48.6% | -45.5% |
| 3Y | +44.2% | +73.1% | -29.0% | +11.6% |
| All | +44.2% | +74.5% | -30.4% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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