+118.9%
EOG vs TECH
+189.9%
-71.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | +1.5% | -0.4% | +1.9% | +1.6% |
| 30D | +2.9% | 0.0% | +3.0% | +3.0% |
| 3M | +8.7% | +33.7% | -24.9% | +3.2% |
| 6M | +12.9% | +34.9% | -22.0% | +6.0% |
| YTD | +43.8% | +23.2% | +20.7% | +36.9% |
| 1Y | +27.1% | +36.3% | -9.2% | +18.0% |
| 3Y | +25.9% | +2.3% | +23.6% | +19.6% |
| 5Y | +177.9% | -42.9% | +220.8% | +194.7% |
| All | +118.9% | +189.9% | -71.1% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling