+26.9%
EOG vs BEN
+43.6%
-16.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.1% |
| 7D | +1.0% | +0.3% | +0.7% | +1.1% |
| 30D | +2.8% | +0.9% | +1.9% | +3.0% |
| 3M | +5.9% | +9.2% | -3.3% | +7.2% |
| 6M | +17.1% | +36.8% | -19.7% | +21.3% |
| YTD | +43.9% | +44.4% | -0.5% | +47.0% |
| 1Y | +26.9% | +45.8% | -19.0% | +28.2% |
| All | +26.9% | +43.6% | -16.7% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling