+119.0%
EOG vs BEN
+56.7%
+62.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.9% |
| 7D | +1.0% | +0.3% | +0.7% | +0.8% |
| 30D | +2.8% | +0.9% | +1.9% | +2.3% |
| 3M | +5.9% | +9.2% | -3.3% | +1.3% |
| 6M | +17.1% | +36.8% | -19.7% | +0.3% |
| YTD | +43.9% | +44.4% | -0.5% | +19.6% |
| 1Y | +26.9% | +45.8% | -19.0% | +4.5% |
| 3Y | +23.6% | +52.5% | -29.0% | -4.6% |
| 5Y | +178.1% | +37.7% | +140.4% | +114.5% |
| All | +119.0% | +56.7% | +62.3% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling