+3,681.6%
EOG vs RMD
+36,837.6%
-33,156.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.5% |
| 7D | +1.3% | -5.0% | +6.3% | +2.0% |
| 30D | +8.2% | +2.2% | +5.9% | +7.8% |
| 3M | +3.8% | +17.8% | -14.0% | +1.1% |
| 6M | +15.3% | -11.3% | +26.7% | +16.7% |
| YTD | +41.7% | -4.4% | +46.1% | +41.8% |
| 1Y | +23.6% | -15.7% | +39.3% | +25.7% |
| 3Y | +23.3% | +47.7% | -24.5% | +13.9% |
| 5Y | +170.4% | -19.2% | +189.6% | +169.7% |
| 10Y | +125.5% | +280.4% | -154.9% | +78.9% |
| All | +3,681.6% | +36,837.6% | -33,156.0% | +2,480.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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