+133.0%
EOG vs ACWI
+225.4%
-92.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | +7.4% | +2.7% | +4.7% | +4.6% |
| 30D | +2.3% | -2.6% | +4.9% | +4.5% |
| 3M | +9.5% | -3.2% | +12.6% | +12.1% |
| 6M | +17.7% | +1.9% | +15.8% | +13.1% |
| YTD | +52.9% | +11.3% | +41.6% | +31.4% |
| 1Y | +47.7% | +11.7% | +36.0% | +26.3% |
| 3Y | +41.1% | +74.4% | -33.3% | -29.4% |
| 5Y | +108.2% | +59.5% | +48.8% | +15.1% |
| All | +133.0% | +225.4% | -92.3% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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