+229.1%
EOG vs BTG
+385.9%
-156.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.5% | +1.0% |
| 7D | -1.3% | +2.4% | -3.7% | -1.6% |
| 30D | +3.4% | +9.5% | -6.1% | +2.3% |
| 3M | +7.8% | +38.5% | -30.7% | +3.6% |
| 6M | +13.4% | +5.6% | +7.7% | +11.2% |
| YTD | +43.5% | +23.9% | +19.6% | +37.6% |
| 1Y | +29.7% | +32.1% | -2.5% | +22.8% |
| 3Y | +23.2% | +103.2% | -80.0% | +9.0% |
| 5Y | +176.4% | +79.7% | +96.7% | +146.3% |
| 10Y | +119.1% | +159.1% | -40.0% | +77.0% |
| All | +229.1% | +385.9% | -156.8% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling