+119.0%
EOG vs URA
+361.2%
-242.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +1.6% |
| 7D | +1.0% | -1.5% | +2.6% | +1.5% |
| 30D | +2.8% | -0.4% | +3.2% | +2.5% |
| 3M | +5.9% | +6.3% | -0.4% | +2.0% |
| 6M | +17.1% | -14.0% | +31.0% | +18.7% |
| YTD | +43.9% | +5.3% | +38.6% | +32.4% |
| 1Y | +26.9% | +11.7% | +15.2% | +10.6% |
| 3Y | +23.6% | +109.8% | -86.2% | -25.6% |
| 5Y | +178.1% | +108.0% | +70.2% | +56.8% |
| All | +119.0% | +361.2% | -242.2% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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