+137.1%
EOG vs URI
+1,173.3%
-1,036.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.0% | +2.3% |
| 7D | +7.6% | +6.7% | +0.9% | +4.6% |
| 30D | +3.4% | +8.9% | -5.5% | -0.7% |
| 3M | +12.7% | +0.5% | +12.2% | +11.3% |
| 6M | +19.0% | +20.7% | -1.7% | +7.1% |
| YTD | +55.6% | +40.0% | +15.5% | +26.6% |
| 1Y | +49.5% | +34.4% | +15.1% | +23.7% |
| 3Y | +43.2% | +149.5% | -106.3% | -17.7% |
| 5Y | +111.8% | +205.6% | -93.7% | +2.9% |
| All | +137.1% | +1,173.3% | -1,036.3% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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