+44.2%
EOSE vs WY
-24.8%
+68.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | +1.8% | -4.2% | +6.0% | +3.6% |
| 30D | -6.8% | -10.1% | +3.2% | -2.6% |
| 3M | -36.3% | -8.5% | -27.8% | -34.5% |
| 6M | -38.8% | -3.3% | -35.4% | -39.3% |
| YTD | -65.5% | -4.4% | -61.1% | -65.8% |
| 1Y | -45.3% | -11.5% | -33.8% | -43.3% |
| 3Y | +44.2% | -24.3% | +68.5% | +39.7% |
| All | +44.2% | -24.8% | +68.9% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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