+19.3%
PH vs EOSE
-85.5%
+104.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +12.6% | -16.3% | -4.1% |
| 7D | -0.2% | +9.7% | -9.9% | -0.6% |
| 30D | -6.7% | -34.6% | +27.8% | -5.2% |
| 3M | -8.1% | -50.8% | +42.7% | -5.8% |
| 6M | +5.3% | -66.5% | +71.8% | +8.7% |
| YTD | +4.2% | -81.3% | +85.5% | +7.9% |
| 1Y | +19.3% | -84.8% | +104.2% | +25.2% |
| All | +19.3% | -85.5% | +104.8% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling