+177.3%
EOG vs BTI
+114.1%
+63.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | -1.3% | -2.4% | +1.1% | -0.7% |
| 30D | +3.4% | -4.8% | +8.1% | +4.5% |
| 3M | +7.8% | -8.1% | +16.0% | +9.7% |
| 6M | +13.4% | -4.2% | +17.5% | +13.5% |
| YTD | +43.5% | -1.3% | +44.8% | +41.8% |
| 1Y | +29.7% | +2.1% | +27.6% | +26.6% |
| 3Y | +23.2% | +108.9% | -85.7% | -12.8% |
| All | +177.3% | +114.1% | +63.2% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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