+45.6%
EOSE vs WWD
+164.0%
-118.4%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.5% | -2.4% | -3.1% |
| 7D | +14.0% | -2.9% | +16.9% | +15.7% |
| 30D | -5.9% | -6.6% | +0.7% | -2.5% |
| 3M | -34.3% | -9.3% | -25.0% | -30.9% |
| 6M | -37.8% | -13.6% | -24.1% | -33.5% |
| YTD | -65.2% | +10.4% | -75.5% | -66.9% |
| 1Y | -41.9% | +39.9% | -81.8% | -50.2% |
| All | +45.6% | +164.0% | -118.4% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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