+108.2%
EOG vs WM
+63.0%
+45.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.7% |
| 7D | +7.4% | +1.2% | +6.2% | +7.0% |
| 30D | +2.3% | +15.2% | -13.0% | -2.2% |
| 3M | +9.5% | +8.3% | +1.1% | +6.6% |
| 6M | +17.7% | +13.1% | +4.5% | +13.0% |
| YTD | +52.9% | +12.5% | +40.4% | +47.0% |
| 1Y | +47.7% | +21.8% | +25.9% | +38.6% |
| 3Y | +41.1% | +48.8% | -7.7% | +20.6% |
| 5Y | +108.2% | +62.1% | +46.2% | +74.1% |
| All | +108.2% | +63.0% | +45.2% | +74.1% |
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 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