+3,552.3%
ASX vs EOG
+2,116.7%
+1,435.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.7% | +1.3% | -2.0% | -1.1% |
| 30D | +2.0% | +8.2% | -6.2% | -0.4% |
| 3M | -1.3% | +3.8% | -5.2% | -3.2% |
| 6M | +71.4% | +15.3% | +56.1% | +62.0% |
| YTD | +135.3% | +41.7% | +93.6% | +109.0% |
| 1Y | +267.5% | +23.6% | +243.9% | +238.9% |
| 3Y | +388.5% | +23.3% | +365.2% | +344.7% |
| 5Y | +417.1% | +170.4% | +246.7% | +261.5% |
| 10Y | +872.7% | +125.5% | +747.2% | +530.4% |
| All | +3,552.3% | +2,116.7% | +1,435.6% | +923.5% |
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