+21.8%
EOG vs A
+29.5%
-7.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.4% |
| 7D | -2.0% | -2.1% | 0.0% | -1.8% |
| 30D | +7.9% | +0.6% | +7.3% | +7.8% |
| 3M | +4.5% | +10.9% | -6.4% | +3.2% |
| 6M | +12.3% | +28.2% | -15.9% | +8.4% |
| YTD | +41.9% | +8.6% | +33.3% | +41.0% |
| 1Y | +27.8% | +15.5% | +12.3% | +24.9% |
| 3Y | +21.8% | +31.8% | -10.0% | +12.0% |
| All | +21.8% | +29.5% | -7.7% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling