+174.0%
EOG vs IBB
+20.0%
+154.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.5% |
| 7D | -2.0% | -1.7% | -0.4% | -1.7% |
| 30D | +7.9% | +4.9% | +3.0% | +6.8% |
| 3M | +4.5% | +24.2% | -19.7% | -0.3% |
| 6M | +12.3% | +23.8% | -11.5% | +6.7% |
| YTD | +41.9% | +23.0% | +18.9% | +34.8% |
| 1Y | +27.8% | +46.2% | -18.3% | +15.6% |
| 3Y | +21.8% | +64.8% | -43.0% | +5.0% |
| 5Y | +174.0% | +20.9% | +153.1% | +131.2% |
| All | +174.0% | +20.0% | +154.0% | +131.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling