+166.2%
EOG vs NI
+96.9%
+69.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +1.5% | 0.0% | +1.4% | +1.5% |
| 30D | +2.9% | -1.4% | +4.3% | +3.3% |
| 3M | +8.7% | -10.6% | +19.3% | +12.3% |
| 6M | +12.9% | -9.3% | +22.2% | +15.8% |
| YTD | +43.8% | +1.1% | +42.7% | +42.2% |
| 1Y | +27.1% | +3.4% | +23.7% | +24.3% |
| 3Y | +25.9% | +67.9% | -42.0% | +1.2% |
| All | +166.2% | +96.9% | +69.3% | +110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 5y: compounded portfolio wealth divided by compounded NI 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…
5y analysis · Full analysis span regression · 6 months rolling