+110.4%
EOG vs URI
+1,157.2%
-1,046.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -2.0% | +2.5% | -4.5% | -3.0% |
| 30D | +7.9% | -12.5% | +20.4% | +13.6% |
| 3M | +4.5% | -6.2% | +10.7% | +5.8% |
| 6M | +12.3% | +25.9% | -13.6% | -1.9% |
| YTD | +41.9% | +26.2% | +15.7% | +22.0% |
| 1Y | +27.8% | +5.5% | +22.4% | +18.3% |
| 3Y | +21.8% | +125.0% | -103.2% | -25.6% |
| 5Y | +174.0% | +210.4% | -36.4% | +34.0% |
| 10Y | +110.4% | +1,157.2% | -1,046.8% | -45.3% |
| All | +110.4% | +1,157.2% | -1,046.8% | -45.3% |
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