-84.0%
OPEN vs EOSE
-69.0%
-15.0%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -1.5% |
| 7D | -2.9% | +15.0% | -17.9% | -6.4% |
| 30D | -13.8% | +2.5% | -16.3% | -15.1% |
| 3M | -30.9% | -33.7% | +2.8% | -25.7% |
| 6M | -40.9% | -32.7% | -8.2% | -39.2% |
| YTD | -48.5% | -63.8% | +15.2% | -41.4% |
| 1Y | -50.9% | -40.5% | -10.4% | -52.4% |
| 3Y | -20.6% | +50.4% | -71.0% | -50.9% |
| All | -84.0% | -69.0% | -15.0% | -88.7% |
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