+4,437.6%
EOG vs IBN
+1,532.9%
+2,904.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | +1.3% | +1.4% | -0.1% | +0.9% |
| 30D | +8.2% | -0.3% | +8.5% | +8.2% |
| 3M | +3.8% | +17.1% | -13.3% | -0.4% |
| 6M | +15.3% | +3.4% | +11.9% | +13.5% |
| YTD | +41.7% | +2.5% | +39.2% | +39.4% |
| 1Y | +23.6% | -4.2% | +27.7% | +23.5% |
| 3Y | +23.3% | +32.4% | -9.1% | +12.2% |
| 5Y | +170.4% | +59.2% | +111.2% | +132.4% |
| 10Y | +125.5% | +345.7% | -220.2% | +44.4% |
| All | +4,437.6% | +1,532.9% | +2,904.6% | +1,892.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling