+176.4%
EOG vs TECH
-42.1%
+218.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.5% |
| 6M | +13.4% | +32.1% | -18.7% | +9.4% |
| YTD | +43.5% | +23.4% | +20.1% | +39.4% |
| 1Y | +29.7% | +34.1% | -4.4% | +24.2% |
| 3Y | +23.2% | +2.2% | +21.0% | +18.9% |
| 5Y | +176.4% | -41.8% | +218.2% | +172.5% |
| All | +176.4% | -42.1% | +218.5% | +172.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling