+137.1%
EOG vs BUD
-2.1%
+139.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | +7.6% | +1.0% | +6.6% | +7.1% |
| 30D | +3.4% | +6.7% | -3.3% | +0.1% |
| 3M | +12.7% | +5.7% | +7.0% | +9.3% |
| 6M | +19.0% | +5.8% | +13.2% | +14.9% |
| YTD | +55.6% | +34.4% | +21.2% | +33.3% |
| 1Y | +49.5% | +33.3% | +16.3% | +28.4% |
| 3Y | +43.2% | +48.8% | -5.7% | +12.5% |
| 5Y | +111.8% | +52.5% | +59.3% | +57.0% |
| All | +137.1% | -2.1% | +139.2% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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