+25.9%
EOG vs BTG
+94.8%
-68.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.4% | -0.1% |
| 7D | +1.5% | -3.8% | +5.2% | +1.5% |
| 30D | +2.9% | +3.6% | -0.7% | +2.9% |
| 3M | +8.7% | +32.0% | -23.3% | +8.7% |
| 6M | +12.9% | +3.4% | +9.5% | +13.8% |
| YTD | +43.8% | +20.8% | +23.0% | +42.7% |
| 1Y | +27.1% | +22.4% | +4.7% | +25.4% |
| 3Y | +25.9% | +91.7% | -65.8% | +17.4% |
| All | +25.9% | +94.8% | -68.9% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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