-60.8%
EOSE vs UUUU
+757.6%
-818.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | +1.2% |
| 7D | +1.8% | -10.5% | +12.3% | +7.0% |
| 30D | -6.8% | -10.5% | +3.7% | -1.9% |
| 3M | -36.3% | -14.1% | -22.2% | -31.1% |
| 6M | -38.8% | -35.5% | -3.3% | -26.0% |
| YTD | -65.5% | -10.9% | -54.6% | -63.9% |
| 1Y | -45.3% | +3.4% | -48.6% | -48.3% |
| 3Y | +44.2% | +73.1% | -29.0% | -3.8% |
| 5Y | -69.5% | +87.1% | -156.6% | -81.5% |
| All | -60.8% | +757.6% | -818.4% | -79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling