+98.3%
USB vs EOG
+22.4%
+75.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | +1.4% | +1.3% | +0.2% | +1.1% |
| 30D | -1.3% | +8.2% | -9.5% | -3.2% |
| 3M | +15.2% | +3.8% | +11.4% | +13.7% |
| 6M | +18.8% | +15.3% | +3.5% | +12.4% |
| YTD | +21.0% | +41.7% | -20.7% | +5.5% |
| 1Y | +34.0% | +23.6% | +10.5% | +23.3% |
| All | +98.3% | +22.4% | +75.9% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 3y: compounded portfolio wealth divided by compounded EOG 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…
3y analysis · Full analysis span regression · 6 months rolling