+260.8%
GE vs EOSE
+42.6%
+218.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | -0.1% |
| 7D | -4.0% | +1.8% | -5.8% | -4.1% |
| 30D | -11.4% | -6.8% | -4.6% | -11.3% |
| 3M | -2.6% | -36.3% | +33.7% | -1.5% |
| 6M | -0.3% | -38.8% | +38.4% | +0.3% |
| YTD | +5.4% | -65.5% | +70.9% | +7.1% |
| 1Y | +15.5% | -45.3% | +60.8% | +15.8% |
| 3Y | +260.8% | +44.2% | +216.6% | +264.9% |
| All | +260.8% | +42.6% | +218.2% | +264.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling