+44.2%
EOG vs NWSA
+18.2%
+25.9%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.7% | -9.0% | -4.8% |
| 7D | -8.6% | +4.3% | -12.9% | -8.2% |
| 30D | +2.8% | +5.6% | -2.8% | +3.3% |
| 3M | +3.2% | +7.3% | -4.1% | +4.0% |
| 6M | +5.3% | +18.8% | -13.5% | +7.2% |
| YTD | +44.5% | +17.9% | +26.6% | +48.0% |
| 1Y | +44.2% | +19.3% | +24.8% | +47.4% |
| All | +44.2% | +18.2% | +25.9% | +47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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