+166.2%
EOG vs TRI
-10.0%
+176.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | +1.5% | -7.9% | +9.4% | +2.3% |
| 30D | +2.9% | -4.5% | +7.5% | +3.3% |
| 3M | +8.7% | +22.1% | -13.4% | +6.1% |
| 6M | +12.9% | -2.8% | +15.7% | +12.4% |
| YTD | +43.8% | -23.4% | +67.2% | +47.1% |
| 1Y | +27.1% | -41.5% | +68.6% | +34.8% |
| 3Y | +25.9% | -19.2% | +45.1% | +24.8% |
| All | +166.2% | -10.0% | +176.3% | +158.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling