+2.6%
NOW vs EOSE
-68.2%
+70.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +10.8% | -15.8% | -5.6% |
| 7D | -6.1% | +41.4% | -47.5% | -8.1% |
| 30D | +7.5% | +3.6% | +3.9% | +6.9% |
| 3M | +17.5% | -35.7% | +53.3% | +19.5% |
| 6M | +7.9% | -29.9% | +37.8% | +8.2% |
| YTD | -12.4% | -62.5% | +50.1% | -10.0% |
| 1Y | -28.6% | -37.4% | +8.8% | -30.0% |
| 3Y | +11.8% | +55.8% | -44.0% | -3.6% |
| 5Y | +2.6% | -67.8% | +70.5% | -1.6% |
| All | +2.6% | -68.2% | +70.9% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling