+124.8%
SEI vs EOSE
-42.0%
+166.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.4% |
| 7D | +22.6% | +1.8% | +20.8% | +22.1% |
| 30D | +9.1% | -6.8% | +15.9% | +10.6% |
| 3M | -11.3% | -36.3% | +25.0% | -1.9% |
| 6M | +22.0% | -38.8% | +60.8% | +31.1% |
| YTD | +47.3% | -65.5% | +112.8% | +79.7% |
| 1Y | +124.8% | -45.3% | +170.1% | +110.1% |
| All | +124.8% | -42.0% | +166.8% | +110.1% |
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