+9.1%
EQT vs EOSE
-41.4%
+50.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.7% |
| 7D | -1.2% | +14.0% | -15.2% | -1.4% |
| 30D | +1.1% | -5.9% | +7.0% | +1.2% |
| 3M | +4.8% | -34.3% | +39.1% | +5.5% |
| 6M | -10.6% | -37.8% | +27.2% | -10.1% |
| YTD | +3.4% | -65.2% | +68.6% | +5.3% |
| All | +9.1% | -41.4% | +50.5% | +7.2% |
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