+4,757.6%
EOG vs SUI
+4,109.4%
+648.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.0% |
| 7D | -11.1% | +6.2% | -17.3% | -13.1% |
| 30D | +2.7% | +8.6% | -5.9% | -0.4% |
| 3M | +8.8% | +1.0% | +7.8% | +7.9% |
| 6M | +10.8% | -2.6% | +13.4% | +11.0% |
| YTD | +44.6% | -0.1% | +44.7% | +43.2% |
| 1Y | +44.6% | +0.5% | +44.1% | +42.9% |
| 3Y | +29.5% | +15.3% | +14.2% | +19.5% |
| 5Y | +96.3% | -26.1% | +122.4% | +106.6% |
| 10Y | +122.4% | +117.8% | +4.6% | +49.9% |
| All | +4,757.6% | +4,109.4% | +648.2% | +1,195.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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