+2,220.0%
EOG vs AGI
+5,381.0%
-3,161.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.3% |
| 7D | -2.0% | +4.4% | -6.4% | -2.5% |
| 30D | +7.9% | +10.0% | -2.1% | +6.6% |
| 3M | +4.5% | +1.7% | +2.7% | +3.6% |
| 6M | +12.3% | -26.8% | +39.1% | +14.8% |
| YTD | +41.9% | -5.3% | +47.2% | +40.1% |
| 1Y | +27.8% | +11.5% | +16.4% | +23.3% |
| 3Y | +21.8% | +212.9% | -191.1% | +2.2% |
| 5Y | +174.0% | +388.8% | -214.8% | +115.5% |
| 10Y | +110.4% | +383.6% | -273.2% | +52.9% |
| All | +2,220.0% | +5,381.0% | -3,161.0% | +1,243.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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