+44.2%
EOG vs GEN
+20.2%
+24.0%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.0% | -9.2% | -5.0% |
| 7D | -8.6% | +26.9% | -35.5% | -7.8% |
| 30D | +2.8% | +38.6% | -35.9% | +4.0% |
| 3M | +3.2% | +9.7% | -6.6% | +3.5% |
| 6M | +5.3% | +58.9% | -53.6% | +7.4% |
| YTD | +44.5% | +15.3% | +29.2% | +51.4% |
| 1Y | +44.2% | +21.8% | +22.4% | +47.7% |
| All | +44.2% | +20.2% | +24.0% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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