+133.0%
EOG vs IBB
+127.7%
+5.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +2.1% |
| 7D | +7.4% | +1.6% | +5.8% | +6.6% |
| 30D | +2.3% | +6.7% | -4.4% | -0.9% |
| 3M | +9.5% | +6.3% | +3.1% | +5.6% |
| 6M | +17.7% | +23.9% | -6.2% | +5.2% |
| YTD | +52.9% | +26.6% | +26.3% | +34.0% |
| 1Y | +47.7% | +29.6% | +18.0% | +27.8% |
| 3Y | +41.1% | +86.1% | -44.9% | -1.0% |
| 5Y | +108.2% | +40.3% | +67.9% | +67.6% |
| All | +133.0% | +127.7% | +5.3% | +39.9% |
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