+119.0%
EOG vs BWA
+153.1%
-34.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +2.8% | -5.5% | +8.3% | +4.9% |
| 3M | +5.9% | -7.6% | +13.5% | +8.2% |
| 6M | +17.1% | +25.0% | -7.9% | +3.3% |
| YTD | +43.9% | +47.0% | -3.0% | +15.9% |
| 1Y | +26.9% | +54.0% | -27.1% | -0.6% |
| 3Y | +23.6% | +70.7% | -47.1% | -12.0% |
| 5Y | +178.1% | +86.7% | +91.4% | +80.0% |
| All | +119.0% | +153.1% | -34.1% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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