+171.7%
EOG vs URI
+200.7%
-29.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | +1.3% | -2.0% | +3.3% | +1.7% |
| 30D | +8.2% | -12.9% | +21.1% | +11.7% |
| 3M | +3.8% | -6.7% | +10.6% | +4.8% |
| 6M | +15.3% | +19.0% | -3.7% | +7.8% |
| YTD | +41.7% | +25.5% | +16.2% | +29.1% |
| 1Y | +23.6% | +5.5% | +18.0% | +18.3% |
| 3Y | +23.3% | +111.3% | -88.0% | -10.0% |
| All | +171.7% | +200.7% | -29.0% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling