+120.5%
EOG vs WM
+337.2%
-216.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | -6.0% | -0.5% | -5.5% | -5.9% |
| 30D | +0.9% | +13.3% | -12.4% | -5.6% |
| 3M | +10.9% | +4.4% | +6.5% | +8.1% |
| 6M | +15.8% | +10.8% | +4.9% | +9.1% |
| YTD | +45.8% | +9.1% | +36.8% | +38.3% |
| 1Y | +45.3% | +19.1% | +26.2% | +31.4% |
| 3Y | +36.2% | +45.7% | -9.5% | +6.3% |
| 5Y | +94.0% | +60.4% | +33.5% | +39.9% |
| 10Y | +120.5% | +328.7% | -208.2% | +24.1% |
| All | +120.5% | +337.2% | -216.7% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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