+27.8%
EOG vs IWD
+28.8%
-0.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | -0.1% |
| 7D | -2.0% | -0.2% | -1.9% | -2.1% |
| 30D | +7.9% | -0.8% | +8.7% | +7.6% |
| 3M | +4.5% | +8.0% | -3.5% | +6.1% |
| 6M | +12.3% | +18.2% | -5.9% | +14.7% |
| YTD | +41.9% | +22.3% | +19.5% | +41.3% |
| 1Y | +27.8% | +28.9% | -1.0% | +24.7% |
| All | +27.8% | +28.8% | -0.9% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling