+27.0%
UNH vs EOSE
-85.5%
+112.5%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +12.6% | -11.4% | +1.0% |
| 7D | +0.6% | +9.7% | -9.2% | +0.4% |
| 30D | +8.1% | -34.6% | +42.7% | +8.8% |
| 3M | +1.1% | -50.8% | +51.9% | +2.1% |
| 6M | +11.7% | -66.5% | +78.2% | +13.0% |
| YTD | +26.5% | -81.3% | +107.8% | +34.1% |
| 1Y | +27.0% | -84.8% | +111.9% | +35.2% |
| All | +27.0% | -85.5% | +112.5% | +35.2% |
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