+119.1%
EOG vs IBB
+122.2%
-3.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.5% |
| 7D | -1.3% | -3.9% | +2.6% | +0.4% |
| 30D | +3.4% | +2.7% | +0.6% | +1.9% |
| 3M | +7.8% | +21.4% | -13.5% | -1.6% |
| 6M | +13.4% | +20.1% | -6.7% | +3.1% |
| YTD | +43.5% | +21.9% | +21.6% | +29.1% |
| 1Y | +29.7% | +44.1% | -14.5% | +7.1% |
| 3Y | +23.2% | +63.4% | -40.2% | -6.4% |
| 5Y | +176.4% | +19.8% | +156.7% | +145.6% |
| 10Y | +119.1% | +127.0% | -7.9% | +40.8% |
| All | +119.1% | +122.2% | -3.1% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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