+43.7%
EOG vs AMIX
-99.9%
+143.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +8.8% | -6.7% | +2.1% |
| 7D | -2.4% | +11.4% | -13.8% | -2.4% |
| 30D | +2.9% | -40.5% | +43.5% | +2.9% |
| 3M | +7.2% | -80.1% | +87.3% | +7.2% |
| 6M | +18.2% | -74.8% | +93.0% | +18.5% |
| YTD | +48.9% | -84.0% | +132.9% | +49.7% |
| 1Y | +46.7% | -89.7% | +136.4% | +47.8% |
| All | +43.7% | -99.9% | +143.6% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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