+87.6%
SMH vs EOSE
-42.0%
+129.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +0.3% | +1.8% | -1.5% | -0.1% |
| 30D | -2.8% | -6.8% | +4.1% | -2.3% |
| 3M | -6.7% | -36.3% | +29.6% | -1.8% |
| 6M | +41.8% | -38.8% | +80.5% | +47.8% |
| YTD | +57.9% | -65.5% | +123.4% | +72.4% |
| 1Y | +87.6% | -45.3% | +132.9% | +88.2% |
| All | +87.6% | -42.0% | +129.6% | +88.2% |
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