+27.1%
EOG vs MDY
+14.6%
+12.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | +0.2% |
| 7D | +1.5% | -1.9% | +3.4% | +0.9% |
| 30D | +2.9% | -4.6% | +7.6% | +1.4% |
| 3M | +8.7% | -1.2% | +10.0% | +8.3% |
| 6M | +12.9% | +9.2% | +3.7% | +13.5% |
| YTD | +43.8% | +13.1% | +30.8% | +42.1% |
| 1Y | +27.1% | +13.0% | +14.1% | +23.7% |
| All | +27.1% | +14.6% | +12.5% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 1y: compounded portfolio wealth divided by compounded MDY 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…
1y analysis · Full analysis span regression · 6 months rolling