+2,964.8%
EOG vs IWD
+745.7%
+2,219.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.4% | +1.6% | -3.9% | -4.4% |
| 30D | +2.9% | +3.6% | -0.6% | -1.5% |
| 3M | +7.2% | +2.0% | +5.2% | +4.2% |
| 6M | +18.2% | +13.1% | +5.1% | +1.3% |
| YTD | +48.9% | +26.2% | +22.7% | +11.3% |
| 1Y | +46.7% | +29.6% | +17.1% | +6.3% |
| 3Y | +37.4% | +84.3% | -46.9% | -34.5% |
| 5Y | +103.9% | +73.4% | +30.5% | +4.5% |
| 10Y | +127.0% | +202.4% | -75.4% | -32.9% |
| All | +2,964.8% | +745.7% | +2,219.1% | +285.4% |
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