+40.7%
EOG vs BEN
+85.5%
-44.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.3% |
| 7D | +7.4% | +11.3% | -3.9% | +6.3% |
| 30D | +2.3% | +15.0% | -12.7% | +0.8% |
| 3M | +9.5% | +7.8% | +1.6% | +8.6% |
| 6M | +17.7% | +15.5% | +2.2% | +15.3% |
| YTD | +52.9% | +55.4% | -2.5% | +41.4% |
| 1Y | +47.7% | +63.3% | -15.6% | +35.0% |
| All | +40.7% | +85.5% | -44.8% | +23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling