+7.4%
NOW vs EOSE
-81.0%
+88.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.5% | -3.9% | +1.3% |
| 7D | +0.3% | +9.8% | -9.5% | -0.3% |
| 30D | -27.0% | -2.1% | -24.9% | -27.1% |
| 3M | -19.6% | -54.1% | +34.4% | -17.1% |
| 6M | +17.5% | -76.9% | +94.4% | +25.1% |
| YTD | -33.3% | -83.3% | +50.1% | -29.0% |
| 1Y | -39.8% | -87.4% | +47.6% | -35.0% |
| 3Y | -19.9% | +61.9% | -81.8% | -32.2% |
| 5Y | -26.1% | -82.1% | +56.0% | -35.3% |
| All | +7.4% | -81.0% | +88.4% | -2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling