+7,617.4%
EOG vs WSM
+34,818.5%
-27,201.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -2.0% | +2.6% | -4.6% | -2.4% |
| 30D | +7.9% | -9.5% | +17.4% | +9.4% |
| 3M | +4.5% | +12.9% | -8.4% | +2.3% |
| 6M | +12.3% | +23.0% | -10.7% | +8.1% |
| YTD | +41.9% | +28.9% | +13.0% | +35.3% |
| 1Y | +27.8% | +13.7% | +14.2% | +24.0% |
| 3Y | +21.8% | +232.6% | -210.8% | -2.0% |
| 5Y | +174.0% | +185.9% | -11.9% | +119.6% |
| 10Y | +110.4% | +998.6% | -888.2% | +33.0% |
| All | +7,617.4% | +34,818.5% | -27,201.1% | +2,957.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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