+118.9%
EOG vs UUUU
+465.5%
-346.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.6% |
| 7D | +1.5% | -10.5% | +12.0% | +3.1% |
| 30D | +2.9% | -10.5% | +13.5% | +4.2% |
| 3M | +8.7% | -14.1% | +22.9% | +9.9% |
| 6M | +12.9% | -35.5% | +48.4% | +16.9% |
| YTD | +43.8% | -10.9% | +54.8% | +38.4% |
| 1Y | +27.1% | +3.4% | +23.7% | +15.6% |
| 3Y | +25.9% | +73.1% | -47.2% | -3.3% |
| 5Y | +177.9% | +87.1% | +90.8% | +96.4% |
| All | +118.9% | +465.5% | -346.6% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling