+137.1%
EOG vs W
+212.4%
-75.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.7% |
| 7D | +7.6% | +0.2% | +7.4% | +7.6% |
| 30D | +3.4% | +6.8% | -3.4% | +2.7% |
| 3M | +12.7% | +10.7% | +2.0% | +11.5% |
| 6M | +19.0% | +86.3% | -67.3% | +11.9% |
| YTD | +55.6% | +11.5% | +44.1% | +51.4% |
| 1Y | +49.5% | +5.1% | +44.4% | +46.0% |
| 3Y | +43.2% | +171.0% | -127.8% | +22.7% |
| 5Y | +111.8% | -56.6% | +168.5% | +102.5% |
| All | +137.1% | +212.4% | -75.3% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling