+279.3%
EOG vs INDA
+111.6%
+167.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.8% | +1.0% |
| 7D | -2.0% | -1.0% | -1.0% | -1.5% |
| 30D | +7.9% | -2.5% | +10.4% | +9.3% |
| 3M | +4.5% | +4.0% | +0.5% | +1.9% |
| 6M | +12.3% | -1.8% | +14.1% | +12.0% |
| YTD | +41.9% | -9.2% | +51.1% | +47.3% |
| 1Y | +27.8% | -7.2% | +35.0% | +31.0% |
| 3Y | +21.8% | +9.8% | +12.0% | +11.7% |
| 5Y | +174.0% | +7.5% | +166.5% | +152.6% |
| 10Y | +110.4% | +80.8% | +29.6% | +41.6% |
| All | +279.3% | +111.6% | +167.7% | +129.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling