+47.7%
EOG vs AG
+15.8%
+31.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.3% | +6.5% | +0.7% |
| 7D | +7.4% | -6.0% | +13.4% | +6.9% |
| 30D | +2.3% | -14.3% | +16.6% | +1.3% |
| 3M | +9.5% | -26.9% | +36.4% | +7.3% |
| 6M | +17.7% | -42.1% | +59.8% | +15.4% |
| YTD | +52.9% | -15.9% | +68.8% | +50.9% |
| 1Y | +47.7% | +11.5% | +36.2% | +44.9% |
| All | +47.7% | +15.8% | +31.8% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling