+7,617.4%
EOG vs BTI
+6,031.1%
+1,586.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -2.0% | -1.4% | -0.6% | -1.7% |
| 30D | +7.9% | -7.0% | +14.9% | +9.6% |
| 3M | +4.5% | -6.3% | +10.8% | +5.8% |
| 6M | +12.3% | -2.0% | +14.3% | +12.1% |
| YTD | +41.9% | +0.2% | +41.7% | +40.6% |
| 1Y | +27.8% | +3.8% | +24.1% | +25.5% |
| 3Y | +21.8% | +112.1% | -90.3% | -1.1% |
| 5Y | +174.0% | +113.6% | +60.4% | +122.1% |
| 10Y | +110.4% | +69.6% | +40.7% | +76.6% |
| All | +7,617.4% | +6,031.1% | +1,586.3% | +4,931.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling