+25.6%
EOG vs WU
-28.6%
+54.2%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | -1.3% | -4.9% | +3.6% | -0.9% |
| 30D | +3.4% | -1.3% | +4.6% | +3.4% |
| 3M | +7.8% | -3.6% | +11.4% | +7.4% |
| 6M | +13.4% | -24.3% | +37.7% | +17.0% |
| YTD | +43.5% | -21.1% | +64.6% | +46.6% |
| 1Y | +29.7% | -10.3% | +40.0% | +28.7% |
| All | +25.6% | -28.6% | +54.2% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling