+174.0%
EOG vs TMF
-87.6%
+261.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -2.0% | +1.0% | -3.0% | -1.9% |
| 30D | +7.9% | -1.8% | +9.7% | +7.8% |
| 3M | +4.5% | -8.2% | +12.7% | +3.9% |
| 6M | +12.3% | -19.5% | +31.8% | +10.7% |
| YTD | +41.9% | -16.0% | +57.8% | +40.4% |
| 1Y | +27.8% | -22.5% | +50.3% | +25.9% |
| 3Y | +21.8% | -42.3% | +64.1% | +18.5% |
| 5Y | +174.0% | -87.7% | +261.7% | +132.0% |
| All | +174.0% | -87.6% | +261.6% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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