+92.5%
EOG vs URI
+166.6%
-74.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.3% |
| 7D | -11.1% | -9.8% | -1.3% | -9.0% |
| 30D | +2.7% | +1.7% | +1.0% | +2.2% |
| 3M | +8.8% | -9.1% | +17.8% | +10.7% |
| 6M | +10.8% | +9.9% | +0.9% | +6.8% |
| YTD | +44.6% | +31.2% | +13.4% | +30.2% |
| 1Y | +44.6% | +25.9% | +18.6% | +31.7% |
| 3Y | +29.5% | +147.4% | -117.9% | -9.5% |
| All | +92.5% | +166.6% | -74.0% | +26.8% |
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