+2,817.3%
EOG vs IWD
+726.5%
+2,090.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | +0.2% |
| 7D | +1.3% | -0.3% | +1.6% | +1.5% |
| 30D | +8.2% | +0.6% | +7.6% | +7.3% |
| 3M | +3.8% | +7.2% | -3.4% | -4.8% |
| 6M | +15.3% | +16.2% | -0.9% | -4.6% |
| YTD | +41.7% | +23.3% | +18.4% | +9.3% |
| 1Y | +23.6% | +29.6% | -6.0% | -10.2% |
| 3Y | +23.3% | +70.5% | -47.2% | -35.4% |
| 5Y | +170.4% | +73.5% | +96.9% | +39.4% |
| 10Y | +125.5% | +198.3% | -72.8% | -31.9% |
| All | +2,817.3% | +726.5% | +2,090.8% | +278.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling