+118.9%
EOG vs MUB
+17.2%
+101.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +1.5% | -0.8% | +2.3% | +1.6% |
| 30D | +2.9% | -2.4% | +5.3% | +3.3% |
| 3M | +8.7% | -2.8% | +11.6% | +9.2% |
| 6M | +12.9% | -2.2% | +15.1% | +13.2% |
| YTD | +43.8% | -1.6% | +45.4% | +43.9% |
| 1Y | +27.1% | 0.0% | +27.0% | +26.6% |
| 3Y | +25.9% | +7.9% | +18.0% | +22.7% |
| 5Y | +177.9% | +1.2% | +176.7% | +176.5% |
| All | +118.9% | +17.2% | +101.7% | +173.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling