+21.8%
EOG vs URA
+121.0%
-99.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.1% | -3.0% | 0.0% |
| 7D | -2.0% | +8.1% | -10.1% | -2.2% |
| 30D | +7.9% | +5.8% | +2.1% | +7.7% |
| 3M | +4.5% | +3.4% | +1.0% | +4.4% |
| 6M | +12.3% | -2.6% | +14.9% | +12.0% |
| YTD | +41.9% | +11.2% | +30.7% | +38.7% |
| 1Y | +27.8% | +19.8% | +8.0% | +22.4% |
| 3Y | +21.8% | +121.5% | -99.7% | -0.3% |
| All | +21.8% | +121.0% | -99.2% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling