+44.2%
EOG vs AS
+3.3%
+40.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.1% | -10.3% | -3.7% |
| 7D | -8.6% | +13.8% | -22.4% | -4.9% |
| 30D | +2.8% | +16.7% | -13.9% | +7.8% |
| 3M | +3.2% | -11.5% | +14.7% | +0.4% |
| 6M | +5.3% | -5.5% | +10.8% | +5.2% |
| YTD | +44.5% | -14.2% | +58.7% | +43.6% |
| 1Y | +44.2% | +2.1% | +42.1% | +46.3% |
| All | +44.2% | +3.3% | +40.8% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling