+3,894.5%
EMR vs EOG
+7,424.5%
-3,530.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.5% |
| 7D | +3.1% | -2.0% | +5.1% | +3.6% |
| 30D | -3.5% | +7.9% | -11.4% | -5.6% |
| 3M | +9.8% | +4.5% | +5.3% | +7.6% |
| 6M | +10.8% | +12.3% | -1.5% | +5.7% |
| YTD | +15.9% | +41.9% | -25.9% | +3.5% |
| 1Y | +16.4% | +27.8% | -11.4% | +6.8% |
| 3Y | +62.1% | +21.8% | +40.3% | +49.5% |
| 5Y | +62.9% | +174.0% | -111.1% | +16.9% |
| 10Y | +267.8% | +110.4% | +157.4% | +162.1% |
| All | +3,894.5% | +7,424.5% | -3,530.0% | +1,638.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling