-68.6%
XYZ vs EOSE
-68.2%
-0.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.8% | -14.0% | -4.7% |
| 7D | +2.9% | +41.4% | -38.6% | -2.2% |
| 30D | +1.4% | +3.6% | -2.2% | +0.3% |
| 3M | +14.6% | -35.7% | +50.3% | +19.5% |
| 6M | +20.8% | -29.9% | +50.6% | +22.0% |
| YTD | +23.1% | -62.5% | +85.5% | +31.2% |
| 1Y | +5.6% | -37.4% | +43.1% | +1.3% |
| 3Y | +50.9% | +55.8% | -4.9% | +6.9% |
| 5Y | -68.6% | -67.8% | -0.7% | -72.0% |
| All | -68.6% | -68.2% | -0.3% | -72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling