+47.7%
EOG vs IBB
+30.0%
+17.6%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +0.7% |
| 7D | +7.4% | +1.6% | +5.8% | +7.8% |
| 30D | +2.3% | +6.7% | -4.4% | +4.3% |
| 3M | +9.5% | +6.3% | +3.1% | +11.7% |
| 6M | +17.7% | +23.9% | -6.2% | +26.6% |
| YTD | +52.9% | +26.6% | +26.3% | +64.4% |
| 1Y | +47.7% | +29.6% | +18.0% | +57.9% |
| All | +47.7% | +30.0% | +17.6% | +57.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling