+166.2%
EOG vs NWSA
+40.0%
+126.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.5% | -2.8% | +4.3% | +2.1% |
| 30D | +2.9% | +3.0% | -0.1% | +2.2% |
| 3M | +8.7% | +12.3% | -3.6% | +5.6% |
| 6M | +12.9% | +21.9% | -9.0% | +7.2% |
| YTD | +43.8% | +13.6% | +30.3% | +38.7% |
| 1Y | +27.1% | +0.5% | +26.6% | +26.3% |
| 3Y | +25.9% | +43.8% | -17.9% | +13.0% |
| All | +166.2% | +40.0% | +126.2% | +131.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling