+21.8%
EOG vs WAT
+49.0%
-27.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.2% |
| 7D | -2.0% | -0.7% | -1.3% | -2.0% |
| 30D | +7.9% | -1.0% | +8.9% | +7.9% |
| 3M | +4.5% | +10.9% | -6.4% | +3.5% |
| 6M | +12.3% | +33.2% | -20.9% | +8.8% |
| YTD | +41.9% | +6.1% | +35.8% | +41.3% |
| 1Y | +27.8% | +30.2% | -2.4% | +23.3% |
| 3Y | +21.8% | +52.9% | -31.1% | +18.1% |
| All | +21.8% | +49.0% | -27.2% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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