+26.9%
EOG vs FIS
-41.7%
+68.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.3% |
| 7D | +1.0% | -8.9% | +9.9% | +0.7% |
| 30D | +2.8% | -9.9% | +12.7% | +2.5% |
| 3M | +5.9% | 0.0% | +5.9% | +6.3% |
| 6M | +17.1% | -22.9% | +40.0% | +15.7% |
| YTD | +43.9% | -40.9% | +84.8% | +41.2% |
| 1Y | +26.9% | -40.4% | +67.3% | +25.0% |
| All | +26.9% | -41.7% | +68.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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