+4,398.6%
EOG vs IVZ
+973.1%
+3,425.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.6% | +1.0% |
| 7D | +7.6% | +7.6% | 0.0% | +5.2% |
| 30D | +3.4% | +4.3% | -1.0% | +1.6% |
| 3M | +12.7% | -9.3% | +22.1% | +15.2% |
| 6M | +19.0% | +5.2% | +13.8% | +15.0% |
| YTD | +55.6% | +13.4% | +42.1% | +45.0% |
| 1Y | +49.5% | +25.4% | +24.2% | +34.9% |
| 3Y | +43.2% | +152.5% | -109.3% | +0.2% |
| 5Y | +111.8% | +36.7% | +75.1% | +74.5% |
| 10Y | +140.4% | +45.0% | +95.4% | +83.5% |
| All | +4,398.6% | +973.1% | +3,425.5% | +1,940.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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