+176.4%
EOG vs BBWI
-68.8%
+245.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.3% | +7.4% | +1.6% |
| 7D | -1.3% | -4.4% | +3.1% | -1.0% |
| 30D | +3.4% | -7.4% | +10.8% | +3.8% |
| 3M | +7.8% | -2.2% | +10.1% | +7.4% |
| 6M | +13.4% | -16.3% | +29.7% | +14.1% |
| YTD | +43.5% | -9.1% | +52.6% | +42.5% |
| 1Y | +29.7% | -34.5% | +64.2% | +33.3% |
| 3Y | +23.2% | -47.0% | +70.1% | +26.3% |
| 5Y | +176.4% | -68.8% | +245.3% | +192.0% |
| All | +176.4% | -68.8% | +245.2% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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