+651.5%
ADI vs EOG
+121.1%
+530.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | +1.5% | +3.1% | +4.2% |
| 30D | -1.2% | +2.9% | -4.1% | -2.0% |
| 3M | -7.8% | +8.7% | -16.5% | -10.3% |
| 6M | +19.3% | +12.9% | +6.4% | +14.4% |
| YTD | +40.9% | +43.8% | -2.9% | +26.3% |
| 1Y | +54.5% | +27.1% | +27.4% | +43.0% |
| 3Y | +123.4% | +25.9% | +97.5% | +105.6% |
| 5Y | +142.3% | +177.9% | -35.6% | +75.5% |
| All | +651.5% | +121.1% | +530.4% | +406.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 10y: compounded portfolio wealth divided by compounded EOG 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…
10y analysis · Full analysis span regression · 6 months rolling