+104.2%
UBER vs EOSE
-58.6%
+162.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -2.5% |
| 7D | -7.0% | +15.0% | -22.0% | -8.3% |
| 30D | -8.9% | +2.5% | -11.4% | -9.5% |
| 3M | +1.0% | -33.7% | +34.7% | +3.5% |
| 6M | -3.7% | -32.7% | +29.0% | -3.0% |
| YTD | -13.0% | -63.8% | +50.8% | -9.2% |
| 1Y | -25.5% | -40.5% | +15.0% | -27.2% |
| 3Y | +50.5% | +50.4% | +0.1% | +22.4% |
| 5Y | +76.2% | -68.6% | +144.7% | +43.5% |
| All | +104.2% | -58.6% | +162.8% | +81.8% |
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