+7,763.9%
EOG vs WM
+28,547.2%
-20,783.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.0% |
| 7D | -11.1% | +1.2% | -12.3% | -11.4% |
| 30D | +2.7% | +13.1% | -10.4% | 0.0% |
| 3M | +8.8% | +3.6% | +5.1% | +7.8% |
| 6M | +10.8% | +8.1% | +2.7% | +8.8% |
| YTD | +44.6% | +8.9% | +35.7% | +41.7% |
| 1Y | +44.6% | +20.3% | +24.3% | +38.7% |
| 3Y | +29.5% | +46.2% | -16.7% | +18.6% |
| 5Y | +96.3% | +59.9% | +36.4% | +75.9% |
| 10Y | +122.4% | +345.6% | -223.1% | +65.4% |
| All | +7,763.9% | +28,547.2% | -20,783.3% | +4,277.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling