+86.2%
SU vs EOSE
-85.5%
+171.6%
-22.7%
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% | -4.3% |
| 7D | -7.1% | +9.7% | -16.8% | -6.9% |
| 30D | +4.8% | -34.6% | +39.3% | +4.6% |
| 3M | +12.5% | -50.8% | +63.3% | +12.3% |
| 6M | +6.5% | -66.5% | +72.9% | +6.7% |
| YTD | +65.8% | -81.3% | +147.1% | +70.1% |
| 1Y | +86.2% | -84.8% | +171.0% | +92.6% |
| All | +86.2% | -85.5% | +171.6% | +92.6% |
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