+25.6%
EOG vs TECH
+1.4%
+24.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +3.4% | +0.3% | +3.1% | +3.3% |
| 3M | +7.8% | +32.9% | -25.1% | +5.4% |
| 6M | +13.4% | +32.1% | -18.7% | +10.5% |
| YTD | +43.5% | +23.4% | +20.1% | +40.7% |
| 1Y | +29.7% | +34.1% | -4.4% | +25.5% |
| All | +25.6% | +1.4% | +24.2% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling