+178.1%
EOG vs INDA
+4.5%
+173.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.6% |
| 7D | +1.0% | -3.6% | +4.7% | +1.9% |
| 30D | +2.8% | -4.0% | +6.8% | +3.8% |
| 3M | +5.9% | +1.7% | +4.2% | +5.1% |
| 6M | +17.1% | -3.6% | +20.7% | +17.8% |
| YTD | +43.9% | -11.0% | +54.9% | +49.4% |
| 1Y | +26.9% | -9.5% | +36.4% | +30.6% |
| 3Y | +23.6% | +7.6% | +15.9% | +14.1% |
| 5Y | +178.1% | +4.8% | +173.3% | +165.6% |
| All | +178.1% | +4.5% | +173.6% | +165.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling