+3,245.6%
ASX vs EOG
+2,181.4%
+1,064.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.9% | +7.7% | +8.4% |
| 7D | -12.3% | -6.0% | -6.3% | -10.7% |
| 30D | -26.0% | +0.9% | -26.9% | -26.2% |
| 3M | -8.1% | +10.9% | -19.0% | -11.1% |
| 6M | +1.4% | +15.8% | -14.4% | -4.1% |
| YTD | +115.6% | +45.8% | +69.7% | +89.3% |
| 1Y | +128.0% | +45.3% | +82.7% | +100.2% |
| 3Y | +371.4% | +36.2% | +335.2% | +316.9% |
| 5Y | +469.4% | +94.0% | +375.4% | +339.7% |
| 10Y | +842.6% | +120.5% | +722.2% | +515.0% |
| All | +3,245.6% | +2,181.4% | +1,064.1% | +827.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling