+118.9%
EOG vs BRKR
+155.3%
-36.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | +1.5% | -8.7% | +10.2% | +3.2% |
| 30D | +2.9% | -9.9% | +12.8% | +4.8% |
| 3M | +8.7% | -3.1% | +11.8% | +7.6% |
| 6M | +12.9% | +45.5% | -32.6% | +0.6% |
| YTD | +43.8% | +13.7% | +30.1% | +34.9% |
| 1Y | +27.1% | +67.4% | -40.4% | +7.1% |
| 3Y | +25.9% | -13.2% | +39.1% | +18.2% |
| 5Y | +177.9% | -39.5% | +217.4% | +185.8% |
| All | +118.9% | +155.3% | -36.5% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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