+55.6%
PAAS vs EOSE
-81.8%
+137.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +14.4% | -15.7% | -2.5% |
| 7D | -5.2% | -7.0% | +1.8% | -4.8% |
| 30D | -13.9% | -16.7% | +2.8% | -13.2% |
| 3M | -23.8% | -53.1% | +29.3% | -20.0% |
| 6M | -36.4% | -76.8% | +40.4% | -30.2% |
| YTD | -23.4% | -82.6% | +59.3% | -15.9% |
| 1Y | +5.6% | -89.3% | +94.9% | +19.2% |
| 3Y | +209.7% | +55.5% | +154.2% | +176.3% |
| 5Y | +55.6% | -81.9% | +137.4% | +75.3% |
| All | +55.6% | -81.8% | +137.3% | +75.3% |
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