+581.1%
PSX vs EOSE
-57.1%
+638.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.8% | -9.2% | +1.3% |
| 7D | +2.8% | +41.4% | -38.6% | +1.8% |
| 30D | +27.8% | +3.6% | +24.1% | +27.5% |
| 3M | +42.0% | -35.7% | +77.8% | +43.2% |
| 6M | +58.1% | -29.9% | +88.0% | +58.1% |
| YTD | +105.0% | -62.5% | +167.5% | +107.7% |
| 1Y | +104.9% | -37.4% | +142.3% | +102.5% |
| 3Y | +134.1% | +55.8% | +78.3% | +114.4% |
| 5Y | +363.8% | -67.8% | +431.6% | +333.6% |
| All | +581.1% | -57.1% | +638.2% | +627.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling