+11.8%
NOW vs EOSE
+36.5%
-24.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +10.8% | -15.8% | -5.2% |
| 7D | -6.1% | +41.4% | -47.5% | -7.0% |
| 30D | +7.5% | +3.6% | +3.9% | +7.3% |
| 3M | +17.5% | -35.7% | +53.3% | +18.7% |
| 6M | +7.9% | -29.9% | +37.8% | +8.5% |
| YTD | -12.4% | -62.5% | +50.1% | -10.8% |
| 1Y | -28.6% | -37.4% | +8.8% | -29.2% |
| 3Y | +11.8% | +55.8% | -44.0% | +6.2% |
| All | +11.8% | +36.5% | -24.7% | +6.2% |
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 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