+21.8%
EOG vs W
+44.2%
-22.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | +0.1% |
| 7D | -2.0% | +6.5% | -8.5% | -2.1% |
| 30D | +7.9% | -6.2% | +14.1% | +8.0% |
| 3M | +4.5% | +48.9% | -44.4% | +3.0% |
| 6M | +12.3% | +31.2% | -18.9% | +11.1% |
| YTD | +41.9% | -0.4% | +42.3% | +42.4% |
| 1Y | +27.8% | +14.8% | +13.0% | +26.2% |
| 3Y | +21.8% | +40.5% | -18.7% | +4.5% |
| All | +21.8% | +44.2% | -22.4% | +4.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling