+8,118.8%
EOG vs BBWI
+1,163.2%
+6,955.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +4.6% | -7.7% | +12.3% | +6.1% |
| 30D | +2.9% | +24.8% | -21.9% | -1.8% |
| 3M | +8.0% | +16.2% | -8.3% | +3.9% |
| 6M | +17.0% | +15.8% | +1.2% | +11.2% |
| YTD | +51.1% | +11.4% | +39.7% | +42.5% |
| 1Y | +45.1% | +3.2% | +41.9% | +37.4% |
| 3Y | +39.4% | -23.5% | +63.0% | +34.0% |
| 5Y | +105.6% | -67.4% | +173.0% | +125.4% |
| 10Y | +133.5% | -46.0% | +179.5% | +97.6% |
| All | +8,118.8% | +1,163.2% | +6,955.7% | +3,354.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling