+25.6%
EOG vs IBN
+25.8%
-0.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.9% | +1.0% |
| 7D | -1.3% | -5.1% | +3.8% | -1.6% |
| 30D | +3.4% | -3.5% | +6.9% | +3.2% |
| 3M | +7.8% | +11.3% | -3.5% | +8.1% |
| 6M | +13.4% | +4.4% | +8.9% | +14.0% |
| YTD | +43.5% | -1.8% | +45.3% | +44.7% |
| 1Y | +29.7% | -8.0% | +37.7% | +31.6% |
| All | +25.6% | +25.8% | -0.2% | +23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling