+8,362.0%
EOG vs GEN
+8,765.9%
-403.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.5% |
| 7D | +7.6% | +2.0% | +5.6% | +7.4% |
| 30D | +3.4% | +27.7% | -24.4% | +0.7% |
| 3M | +12.7% | +3.3% | +9.5% | +11.9% |
| 6M | +19.0% | +31.8% | -12.8% | +15.1% |
| YTD | +55.6% | +13.5% | +42.1% | +52.1% |
| 1Y | +49.5% | +16.0% | +33.5% | +45.9% |
| 3Y | +43.2% | +70.6% | -27.4% | +33.8% |
| 5Y | +111.8% | +32.1% | +79.7% | +101.1% |
| 10Y | +140.4% | +153.4% | -13.0% | +110.9% |
| All | +8,362.0% | +8,765.9% | -403.9% | +6,778.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling