+1,812.1%
EOG vs IBB
+566.2%
+1,245.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +0.7% |
| 7D | -11.1% | -1.8% | -9.3% | -10.4% |
| 30D | +2.7% | +5.1% | -2.3% | -0.2% |
| 3M | +8.8% | +10.7% | -2.0% | +2.5% |
| 6M | +10.8% | +22.9% | -12.1% | -1.6% |
| YTD | +44.6% | +26.7% | +17.9% | +25.1% |
| 1Y | +44.6% | +35.1% | +9.5% | +20.9% |
| 3Y | +29.5% | +80.2% | -50.7% | -8.5% |
| 5Y | +96.3% | +37.8% | +58.4% | +55.6% |
| 10Y | +122.4% | +161.2% | -38.8% | +23.2% |
| All | +1,812.1% | +566.2% | +1,245.9% | +402.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling