+26.9%
EOG vs BUD
+33.5%
-6.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +1.0% | -3.2% | +4.2% | +0.8% |
| 30D | +2.8% | -3.7% | +6.5% | +2.6% |
| 3M | +5.9% | -4.4% | +10.3% | +5.7% |
| 6M | +17.1% | +7.7% | +9.3% | +19.1% |
| YTD | +43.9% | +23.1% | +20.9% | +41.8% |
| 1Y | +26.9% | +33.6% | -6.8% | +27.5% |
| All | +26.9% | +33.5% | -6.6% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling