+39.0%
UNH vs EOSE
-58.6%
+97.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.5% | +1.5% | -1.9% |
| 7D | -1.7% | +15.0% | -16.6% | -1.8% |
| 30D | -3.8% | +2.5% | -6.3% | -3.9% |
| 3M | -4.3% | -33.7% | +29.4% | -4.1% |
| 6M | +38.6% | -32.7% | +71.4% | +38.6% |
| YTD | +20.7% | -63.8% | +84.5% | +21.3% |
| 1Y | +16.0% | -40.5% | +56.5% | +16.4% |
| 3Y | -13.5% | +50.4% | -63.8% | -14.7% |
| 5Y | +3.5% | -68.6% | +72.1% | -1.5% |
| All | +39.0% | -58.6% | +97.6% | +44.4% |
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