+25.6%
EOG vs BUD
+44.4%
-18.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.3% |
| 30D | +3.4% | -6.1% | +9.5% | +3.6% |
| 3M | +7.8% | -3.8% | +11.6% | +8.0% |
| 6M | +13.4% | +8.2% | +5.2% | +13.0% |
| YTD | +43.5% | +23.6% | +19.9% | +41.3% |
| 1Y | +29.7% | +33.4% | -3.8% | +27.0% |
| All | +25.6% | +44.4% | -18.8% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling