+137.1%
EOG vs IBN
+385.6%
-248.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.6% |
| 7D | +7.6% | +1.9% | +5.7% | +7.0% |
| 30D | +3.4% | +22.1% | -18.7% | -2.7% |
| 3M | +12.7% | +17.1% | -4.4% | +7.3% |
| 6M | +19.0% | +35.5% | -16.5% | +8.0% |
| YTD | +55.6% | +16.8% | +38.8% | +46.6% |
| 1Y | +49.5% | +12.4% | +37.1% | +42.7% |
| 3Y | +43.2% | +58.0% | -14.9% | +19.3% |
| 5Y | +111.8% | +73.7% | +38.1% | +68.5% |
| All | +137.1% | +385.6% | -248.5% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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