+176.4%
EOG vs NTAP
+129.9%
+46.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.5% | +1.6% |
| 7D | -1.3% | +2.2% | -3.5% | -1.8% |
| 30D | +3.4% | -7.0% | +10.4% | +4.8% |
| 3M | +7.8% | +12.3% | -4.5% | +4.6% |
| 6M | +13.4% | +85.1% | -71.8% | -4.2% |
| YTD | +43.5% | +74.8% | -31.3% | +22.7% |
| 1Y | +29.7% | +52.7% | -23.0% | +14.8% |
| 3Y | +23.2% | +147.7% | -124.5% | -10.6% |
| 5Y | +176.4% | +124.8% | +51.6% | +100.0% |
| All | +176.4% | +129.9% | +46.5% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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