+626.3%
EOG vs WU
-21.8%
+648.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.1% |
| 7D | +7.6% | -2.0% | +9.6% | +8.5% |
| 30D | +3.4% | +11.4% | -8.0% | -2.2% |
| 3M | +12.7% | -6.8% | +19.5% | +15.1% |
| 6M | +19.0% | -14.6% | +33.6% | +23.3% |
| YTD | +55.6% | -20.6% | +76.2% | +64.8% |
| 1Y | +49.5% | -15.4% | +64.9% | +53.2% |
| 3Y | +43.2% | -23.6% | +66.8% | +48.1% |
| 5Y | +111.8% | -43.4% | +155.2% | +143.9% |
| 10Y | +140.4% | -38.8% | +179.2% | +162.3% |
| All | +626.3% | -21.8% | +648.2% | +510.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling