+137.1%
EOG vs TECH
+187.9%
-50.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +7.6% | +0.1% | +7.5% | +7.6% |
| 30D | +3.4% | +0.5% | +2.8% | +3.3% |
| 3M | +12.7% | +1.1% | +11.6% | +12.5% |
| 6M | +19.0% | +62.8% | -43.8% | +8.9% |
| YTD | +55.6% | +24.5% | +31.1% | +47.7% |
| 1Y | +49.5% | +20.6% | +28.9% | +42.7% |
| 3Y | +43.2% | +29.5% | +13.7% | +29.2% |
| 5Y | +111.8% | -40.9% | +152.8% | +123.5% |
| All | +137.1% | +187.9% | -50.8% | +50.7% |
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