+92.5%
EOG vs URA
+33.4%
+59.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.4% | -2.8% | +0.7% |
| 7D | -11.1% | -4.1% | -7.0% | -10.4% |
| 30D | +2.7% | -19.0% | +21.7% | +6.5% |
| 3M | +8.8% | -25.1% | +33.9% | +14.0% |
| 6M | +10.8% | -44.5% | +55.3% | +23.0% |
| YTD | +44.6% | -24.3% | +68.9% | +44.8% |
| 1Y | +44.6% | -28.1% | +72.7% | +46.2% |
| 3Y | +29.5% | +40.7% | -11.2% | -4.9% |
| All | +92.5% | +33.4% | +59.1% | +44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling