+178.1%
EOG vs BND
-2.6%
+180.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | 0.0% |
| 7D | +1.0% | -0.9% | +1.9% | +0.6% |
| 30D | +2.8% | -1.0% | +3.8% | +2.3% |
| 3M | +5.9% | -1.2% | +7.1% | +5.3% |
| 6M | +17.1% | -2.0% | +19.1% | +16.2% |
| YTD | +43.9% | -1.2% | +45.1% | +43.3% |
| 1Y | +26.9% | -0.5% | +27.3% | +26.6% |
| 3Y | +23.6% | +12.4% | +11.1% | +28.1% |
| 5Y | +178.1% | -2.5% | +180.6% | +158.5% |
| All | +178.1% | -2.6% | +180.7% | +158.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling