+171.7%
EOG vs WM
+52.1%
+119.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | +1.3% | -0.3% | +1.6% | +1.4% |
| 30D | +8.2% | -2.4% | +10.5% | +8.9% |
| 3M | +3.8% | +0.4% | +3.4% | +3.5% |
| 6M | +15.3% | -9.5% | +24.8% | +18.5% |
| YTD | +41.7% | +0.5% | +41.2% | +41.3% |
| 1Y | +23.6% | -1.1% | +24.6% | +23.6% |
| 3Y | +23.3% | +46.0% | -22.8% | +5.6% |
| All | +171.7% | +52.1% | +119.6% | +132.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling