+27.8%
EOG vs URI
+5.1%
+22.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -2.0% | +2.5% | -4.5% | -1.9% |
| 30D | +7.9% | -12.5% | +20.4% | +7.4% |
| 3M | +4.5% | -6.2% | +10.7% | +4.2% |
| 6M | +12.3% | +25.9% | -13.6% | +11.9% |
| YTD | +41.9% | +26.2% | +15.7% | +39.9% |
| 1Y | +27.8% | +5.5% | +22.4% | +25.2% |
| All | +27.8% | +5.1% | +22.7% | +25.2% |
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