+174.0%
EOG vs BUD
+45.2%
+128.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -2.0% | +0.8% | -2.8% | -2.1% |
| 30D | +7.9% | -4.8% | +12.7% | +8.6% |
| 3M | +4.5% | +1.4% | +3.1% | +4.2% |
| 6M | +12.3% | +9.9% | +2.4% | +10.5% |
| YTD | +41.9% | +26.3% | +15.5% | +36.1% |
| 1Y | +27.8% | +36.1% | -8.3% | +21.0% |
| 3Y | +21.8% | +48.6% | -26.8% | +11.8% |
| 5Y | +174.0% | +45.0% | +129.0% | +149.9% |
| All | +174.0% | +45.2% | +128.8% | +149.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling