+118.9%
EOG vs TRU
+147.2%
-28.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.3% |
| 7D | +1.5% | -2.7% | +4.2% | +2.2% |
| 30D | +2.9% | -2.0% | +5.0% | +3.3% |
| 3M | +8.7% | +18.4% | -9.7% | +3.0% |
| 6M | +12.9% | +8.9% | +4.0% | +8.4% |
| YTD | +43.8% | -8.9% | +52.8% | +44.1% |
| 1Y | +27.1% | -15.9% | +42.9% | +29.8% |
| 3Y | +25.9% | -1.1% | +27.0% | +15.9% |
| 5Y | +177.9% | -35.2% | +213.1% | +197.7% |
| All | +118.9% | +147.2% | -28.3% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling