+29.5%
EOG vs MOS
-26.6%
+56.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | -11.1% | +21.6% | -32.7% | -13.9% |
| 30D | +2.7% | +12.0% | -9.3% | +0.8% |
| 3M | +8.8% | -3.9% | +12.6% | +9.6% |
| 6M | +10.8% | -3.3% | +14.1% | +11.0% |
| YTD | +44.6% | -4.6% | +49.2% | +43.4% |
| 1Y | +44.6% | -7.0% | +51.6% | +44.0% |
| 3Y | +29.5% | -24.4% | +53.9% | +32.7% |
| All | +29.5% | -26.6% | +56.1% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 3y: compounded portfolio wealth divided by compounded MOS 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…
3y analysis · Full analysis span regression · 6 months rolling