+99.6%
PSX vs EOSE
-49.1%
+148.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.9% | -10.7% | +0.3% |
| 7D | +4.5% | +19.0% | -14.5% | +4.8% |
| 30D | +26.6% | +1.6% | +25.0% | +26.7% |
| 3M | +39.3% | -52.0% | +91.2% | +38.0% |
| 6M | +56.8% | -42.5% | +99.3% | +56.7% |
| YTD | +101.8% | -66.1% | +168.0% | +101.2% |
| 1Y | +99.6% | -47.1% | +146.7% | +112.6% |
| All | +99.6% | -49.1% | +148.7% | +112.6% |
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 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