+178.1%
EOG vs IWF
+71.2%
+107.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.6% |
| 7D | +1.0% | -1.7% | +2.7% | +1.5% |
| 30D | +2.8% | -1.8% | +4.7% | +3.3% |
| 3M | +5.9% | +1.5% | +4.4% | +4.9% |
| 6M | +17.1% | +7.7% | +9.4% | +13.2% |
| YTD | +43.9% | +2.7% | +41.2% | +41.5% |
| 1Y | +26.9% | +6.8% | +20.1% | +22.6% |
| 3Y | +23.6% | +76.9% | -53.3% | -4.1% |
| 5Y | +178.1% | +73.4% | +104.7% | +113.5% |
| All | +178.1% | +71.2% | +107.0% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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