+118.9%
EOG vs INDA
+84.7%
+34.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.6% |
| 7D | +1.5% | -2.7% | +4.2% | +2.9% |
| 30D | +2.9% | -2.8% | +5.7% | +4.4% |
| 3M | +8.7% | +1.6% | +7.1% | +7.3% |
| 6M | +12.9% | -1.4% | +14.3% | +12.3% |
| YTD | +43.8% | -10.1% | +54.0% | +50.4% |
| 1Y | +27.1% | -8.8% | +35.8% | +31.5% |
| 3Y | +25.9% | +7.6% | +18.3% | +16.0% |
| 5Y | +177.9% | +5.8% | +172.2% | +156.8% |
| All | +118.9% | +84.7% | +34.2% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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