+118.9%
EOG vs BND
+15.0%
+103.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.5% | -1.0% | +2.5% | +1.2% |
| 30D | +2.9% | -1.1% | +4.1% | +2.6% |
| 3M | +8.7% | -1.9% | +10.6% | +8.1% |
| 6M | +12.9% | -1.6% | +14.5% | +12.4% |
| YTD | +43.8% | -1.2% | +45.1% | +43.4% |
| 1Y | +27.1% | -0.7% | +27.8% | +26.8% |
| 3Y | +25.9% | +12.5% | +13.4% | +28.9% |
| 5Y | +177.9% | -2.5% | +180.5% | +177.1% |
| All | +118.9% | +15.0% | +103.9% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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