+26.0%
EOG vs TRI
-20.3%
+46.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.4% |
| 7D | +1.0% | -14.4% | +15.4% | +2.2% |
| 30D | +2.8% | -8.1% | +10.9% | +3.4% |
| 3M | +5.9% | +17.5% | -11.6% | +4.4% |
| 6M | +17.1% | -5.0% | +22.0% | +16.7% |
| YTD | +43.9% | -24.7% | +68.6% | +45.8% |
| 1Y | +26.9% | -41.5% | +68.4% | +31.7% |
| All | +26.0% | -20.3% | +46.3% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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