+117.7%
EOG vs FND
+56.5%
+61.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | +1.5% | -5.8% | +7.2% | +2.4% |
| 30D | +2.9% | -20.2% | +23.2% | +6.6% |
| 3M | +8.7% | -12.0% | +20.7% | +9.9% |
| 6M | +12.9% | -18.5% | +31.4% | +14.5% |
| YTD | +43.8% | -22.3% | +66.1% | +46.4% |
| 1Y | +27.1% | -47.6% | +74.7% | +39.3% |
| 3Y | +25.9% | -49.8% | +75.7% | +33.8% |
| 5Y | +177.9% | -63.0% | +240.9% | +201.5% |
| All | +117.7% | +56.5% | +61.2% | +63.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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