+25.9%
EOG vs NRG
+203.5%
-177.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | +1.5% | -4.7% | +6.2% | +1.9% |
| 30D | +2.9% | -6.0% | +8.9% | +3.4% |
| 3M | +8.7% | -8.0% | +16.7% | +8.9% |
| 6M | +12.9% | -23.2% | +36.1% | +14.9% |
| YTD | +43.8% | -28.1% | +71.9% | +47.2% |
| 1Y | +27.1% | -27.3% | +54.3% | +29.2% |
| 3Y | +25.9% | +208.7% | -182.8% | -11.4% |
| All | +25.9% | +203.5% | -177.6% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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