+178.1%
EOG vs GWW
+219.8%
-41.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +1.0% | -3.1% | +4.2% | +1.9% |
| 30D | +2.8% | -2.3% | +5.2% | +3.4% |
| 3M | +5.9% | -3.3% | +9.2% | +6.5% |
| 6M | +17.1% | +15.4% | +1.7% | +11.3% |
| YTD | +43.9% | +26.7% | +17.2% | +32.6% |
| 1Y | +26.9% | +29.0% | -2.1% | +16.1% |
| 3Y | +23.6% | +89.0% | -65.4% | +0.2% |
| 5Y | +178.1% | +221.8% | -43.6% | +90.7% |
| All | +178.1% | +219.8% | -41.6% | +90.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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