-8.8%
EQT vs EOSE
-86.9%
+78.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -12.1% | +8.5% | -3.6% |
| 7D | -7.2% | -5.1% | -2.1% | -7.2% |
| 30D | -3.5% | -42.3% | +38.8% | -3.7% |
| 3M | -1.2% | -50.8% | +49.6% | -1.3% |
| 6M | -13.3% | -69.8% | +56.5% | -13.4% |
| YTD | -4.7% | -83.6% | +78.9% | -4.2% |
| 1Y | -8.8% | -87.3% | +78.6% | -7.5% |
| All | -8.8% | -86.9% | +78.1% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 1y: compounded portfolio wealth divided by compounded EOSE 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…
1y analysis · Full analysis span regression · 6 months rolling