+45.6%
EOSE vs WU
-29.2%
+74.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.1% | -3.6% |
| 7D | +14.0% | -5.0% | +19.0% | +16.0% |
| 30D | -5.9% | -2.3% | -3.6% | -5.2% |
| 3M | -34.3% | -3.2% | -31.0% | -34.6% |
| 6M | -37.8% | -25.0% | -12.7% | -32.3% |
| YTD | -65.2% | -21.7% | -43.5% | -62.8% |
| 1Y | -41.9% | -9.0% | -33.0% | -42.3% |
| All | +45.6% | -29.2% | +74.8% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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