+504.7%
EOG vs MUB
+76.3%
+428.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | +1.3% | -0.9% | +2.1% | +1.2% |
| 30D | +8.2% | -1.4% | +9.6% | +8.0% |
| 3M | +3.8% | -2.2% | +6.0% | +3.7% |
| 6M | +15.3% | -1.9% | +17.2% | +15.2% |
| YTD | +41.7% | -0.8% | +42.5% | +41.6% |
| 1Y | +23.6% | +2.7% | +20.8% | +23.6% |
| 3Y | +23.3% | +8.6% | +14.7% | +23.5% |
| 5Y | +170.4% | +2.0% | +168.4% | +170.0% |
| 10Y | +125.5% | +17.9% | +107.6% | +131.4% |
| All | +504.7% | +76.3% | +428.4% | +483.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling