-58.8%
EOSE vs WU
-45.7%
-13.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.1% |
| 7D | +15.0% | -4.9% | +19.9% | +17.3% |
| 30D | +2.5% | -1.3% | +3.7% | +2.9% |
| 3M | -33.7% | -3.6% | -30.1% | -33.7% |
| 6M | -32.7% | -24.3% | -8.4% | -25.7% |
| YTD | -63.8% | -21.1% | -42.7% | -60.9% |
| 1Y | -40.5% | -10.3% | -30.2% | -39.8% |
| 3Y | +50.4% | -28.4% | +78.7% | +62.2% |
| 5Y | -68.6% | -51.2% | -17.4% | -64.0% |
| All | -58.8% | -45.7% | -13.1% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling