+10.8%
EOG vs URI
+12.1%
-1.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.7% |
| 7D | -11.1% | -9.8% | -1.3% | -12.3% |
| 30D | +2.7% | +1.7% | +1.0% | +3.6% |
| 3M | +8.8% | -9.1% | +17.8% | +7.8% |
| 6M | +10.8% | +9.9% | +0.9% | +11.5% |
| All | +10.8% | +12.1% | -1.3% | +11.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling