+178.1%
EOG vs AIG
+52.4%
+125.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.0% | -2.4% | +3.4% | +2.0% |
| 30D | +2.8% | -2.9% | +5.8% | +4.0% |
| 3M | +5.9% | +0.8% | +5.1% | +5.1% |
| 6M | +17.1% | -2.7% | +19.7% | +17.4% |
| YTD | +43.9% | -11.2% | +55.1% | +50.0% |
| 1Y | +26.9% | -1.5% | +28.4% | +25.5% |
| 3Y | +23.6% | +34.4% | -10.8% | +2.7% |
| 5Y | +178.1% | +54.4% | +123.7% | +97.3% |
| All | +178.1% | +52.4% | +125.7% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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