+118.9%
EOG vs WPM
+558.4%
-439.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.1% | -0.2% |
| 7D | +1.5% | -0.6% | +2.0% | +1.5% |
| 30D | +2.9% | +14.4% | -11.5% | +1.7% |
| 3M | +8.7% | +37.0% | -28.2% | +5.5% |
| 6M | +12.9% | +4.1% | +8.8% | +12.0% |
| YTD | +43.8% | +31.7% | +12.1% | +38.3% |
| 1Y | +27.1% | +44.2% | -17.1% | +20.5% |
| 3Y | +25.9% | +265.5% | -239.6% | +4.6% |
| 5Y | +177.9% | +262.5% | -84.6% | +127.9% |
| All | +118.9% | +558.4% | -439.5% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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