+3,997.9%
EOG vs IVZ
+1,117.8%
+2,880.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.9% |
| 7D | +1.3% | +0.6% | +0.6% | +1.0% |
| 30D | +8.2% | +4.0% | +4.2% | +6.7% |
| 3M | +3.8% | +18.2% | -14.4% | -2.3% |
| 6M | +15.3% | +32.8% | -17.5% | +3.7% |
| YTD | +41.7% | +28.7% | +13.0% | +27.9% |
| 1Y | +23.6% | +55.4% | -31.8% | +4.8% |
| 3Y | +23.3% | +135.2% | -111.9% | -11.3% |
| 5Y | +170.4% | +64.2% | +106.2% | +111.5% |
| 10Y | +125.5% | +64.6% | +60.9% | +66.5% |
| All | +3,997.9% | +1,117.8% | +2,880.1% | +1,700.1% |
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