-7.2%
SYK vs EOSE
+44.0%
-51.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.9% | +1.9% | -1.9% |
| 7D | -12.3% | +14.0% | -26.3% | -12.4% |
| 30D | -22.4% | -5.9% | -16.5% | -22.4% |
| 3M | -12.3% | -34.3% | +21.9% | -12.1% |
| 6M | -24.3% | -37.8% | +13.4% | -24.4% |
| YTD | -22.8% | -65.2% | +42.4% | -22.4% |
| 1Y | -28.8% | -41.9% | +13.1% | -30.0% |
| All | -7.2% | +44.0% | -51.3% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling