+96.9%
PSX vs EOSE
-85.5%
+182.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +12.6% | -17.2% | -4.2% |
| 7D | -5.2% | +9.7% | -14.9% | -4.9% |
| 30D | -3.7% | -34.6% | +30.8% | -3.7% |
| 3M | +26.8% | -50.8% | +77.6% | +26.5% |
| 6M | +47.3% | -66.5% | +113.8% | +46.2% |
| YTD | +105.4% | -81.3% | +186.7% | +105.0% |
| 1Y | +96.9% | -84.8% | +181.7% | +97.3% |
| All | +96.9% | -85.5% | +182.4% | +97.3% |
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 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