+134.9%
EOG vs TRU
+225.6%
-90.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +1.0% | -9.4% | +10.4% | +3.7% |
| 30D | +2.8% | -4.1% | +6.9% | +3.8% |
| 3M | +5.9% | +13.6% | -7.7% | +1.3% |
| 6M | +17.1% | +3.6% | +13.5% | +13.8% |
| YTD | +43.9% | -9.8% | +53.7% | +44.5% |
| 1Y | +26.9% | -13.6% | +40.5% | +28.4% |
| 3Y | +23.6% | -2.0% | +25.5% | +13.5% |
| 5Y | +178.1% | -35.8% | +213.9% | +195.6% |
| 10Y | +119.8% | +142.9% | -23.1% | +37.3% |
| All | +134.9% | +225.6% | -90.7% | +32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling