+103.9%
EOG vs AG
+5.9%
+98.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.9% | +7.9% | +2.5% |
| 7D | -2.4% | +6.0% | -8.3% | -2.8% |
| 30D | +2.9% | -13.5% | +16.5% | +3.9% |
| 3M | +7.2% | -20.7% | +27.9% | +8.6% |
| 6M | +18.2% | -31.5% | +49.7% | +20.6% |
| YTD | +48.9% | -10.1% | +59.0% | +44.5% |
| 1Y | +46.7% | +26.0% | +20.7% | +35.8% |
| 3Y | +37.4% | +228.9% | -191.5% | +2.7% |
| 5Y | +103.9% | +8.7% | +95.2% | +106.8% |
| All | +103.9% | +5.9% | +98.0% | +106.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling