+50.1%
EOG vs AMIX
-100.0%
+150.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | +7.6% | -9.9% | +17.5% | +7.6% |
| 30D | +3.4% | -52.8% | +56.1% | +3.3% |
| 3M | +12.7% | -80.0% | +92.7% | +12.6% |
| 6M | +19.0% | -80.2% | +99.2% | +19.3% |
| YTD | +55.6% | -88.1% | +143.7% | +56.4% |
| 1Y | +49.5% | -91.1% | +140.6% | +50.4% |
| All | +50.1% | -100.0% | +150.1% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling