+26.2%
EOG vs MSTZ
-99.2%
+125.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.5% | -4.3% | +1.2% |
| 7D | -1.3% | -23.6% | +22.3% | -1.6% |
| 30D | +3.4% | -60.7% | +64.1% | +2.1% |
| 3M | +7.8% | -58.3% | +66.1% | +7.1% |
| 6M | +13.4% | -60.0% | +73.4% | +12.8% |
| YTD | +43.5% | -75.2% | +118.7% | +42.9% |
| 1Y | +29.7% | -19.9% | +49.6% | +36.1% |
| All | +26.2% | -99.2% | +125.4% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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