+527.5%
APP vs EOG
+177.0%
+350.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | +3.7% |
| 7D | +4.6% | +7.6% | -3.0% | +3.6% |
| 30D | +56.0% | +3.4% | +52.7% | +54.9% |
| 3M | +30.8% | +12.7% | +18.1% | +27.9% |
| 6M | -9.8% | +19.0% | -28.8% | -13.5% |
| YTD | -39.3% | +55.6% | -94.9% | -46.0% |
| 1Y | -26.4% | +49.5% | -76.0% | -34.0% |
| 3Y | +887.9% | +43.2% | +844.8% | +795.5% |
| 5Y | +264.1% | +111.8% | +152.3% | +210.3% |
| All | +527.5% | +177.0% | +350.5% | +401.6% |
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