-58.8%
EOSE vs WCN
+68.4%
-127.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.0% |
| 7D | +15.0% | -1.7% | +16.7% | +15.6% |
| 30D | +2.5% | -3.0% | +5.5% | +3.7% |
| 3M | -33.7% | +2.5% | -36.3% | -35.9% |
| 6M | -32.7% | -5.7% | -27.0% | -32.1% |
| YTD | -63.8% | -7.4% | -56.3% | -63.4% |
| 1Y | -40.5% | -8.6% | -31.9% | -40.0% |
| 3Y | +50.4% | +19.4% | +31.0% | +17.6% |
| 5Y | -68.6% | +27.2% | -95.8% | -77.0% |
| All | -58.8% | +68.4% | -127.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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