+133.5%
EOG vs DRI
+339.9%
-206.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | +4.6% | -0.7% | +5.3% | +4.8% |
| 30D | +2.9% | +14.7% | -11.8% | -2.4% |
| 3M | +8.0% | +5.4% | +2.5% | +5.2% |
| 6M | +17.0% | +18.8% | -1.8% | +8.3% |
| YTD | +51.1% | +28.4% | +22.7% | +34.4% |
| 1Y | +45.1% | +37.7% | +7.4% | +25.3% |
| 3Y | +39.4% | +68.0% | -28.5% | +8.2% |
| 5Y | +105.6% | +78.8% | +26.8% | +50.9% |
| 10Y | +133.5% | +334.2% | -200.7% | +19.0% |
| All | +133.5% | +339.9% | -206.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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