+47.7%
EOG vs URI
+34.6%
+13.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.2% |
| 7D | +7.4% | +9.3% | -1.9% | +7.8% |
| 30D | +2.3% | +7.6% | -5.3% | +2.7% |
| 3M | +9.5% | +1.0% | +8.4% | +9.7% |
| 6M | +17.7% | +19.8% | -2.2% | +18.2% |
| YTD | +52.9% | +41.9% | +11.1% | +51.0% |
| 1Y | +47.7% | +33.4% | +14.3% | +47.5% |
| All | +47.7% | +34.6% | +13.1% | +47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling