+178.1%
EOG vs MDY
+43.9%
+134.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | +1.0% | -2.5% | +3.5% | +2.5% |
| 30D | +2.8% | -5.0% | +7.9% | +5.8% |
| 3M | +5.9% | +0.5% | +5.4% | +5.0% |
| 6M | +17.1% | +8.0% | +9.1% | +10.0% |
| YTD | +43.9% | +12.2% | +31.8% | +31.5% |
| 1Y | +26.9% | +14.0% | +12.9% | +14.4% |
| 3Y | +23.6% | +48.2% | -24.6% | -8.6% |
| 5Y | +178.1% | +46.1% | +132.1% | +103.4% |
| All | +178.1% | +43.9% | +134.2% | +103.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling