+5,308.7%
EOG vs MKSI
+2,175.0%
+3,133.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.7% |
| 7D | +1.0% | +4.9% | -3.9% | +0.2% |
| 30D | +2.8% | -11.0% | +13.8% | +4.7% |
| 3M | +5.9% | -17.1% | +23.0% | +7.2% |
| 6M | +17.1% | +16.4% | +0.6% | +10.2% |
| YTD | +43.9% | +64.3% | -20.4% | +26.2% |
| 1Y | +26.9% | +137.7% | -110.9% | +2.7% |
| 3Y | +23.6% | +189.1% | -165.5% | -8.1% |
| 5Y | +178.1% | +83.1% | +95.0% | +117.8% |
| 10Y | +119.8% | +509.4% | -389.6% | +34.9% |
| All | +5,308.7% | +2,175.0% | +3,133.7% | +2,782.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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