+561.6%
EOG vs WU
-19.6%
+581.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.1% |
| 7D | +1.3% | -0.8% | +2.1% | +1.6% |
| 30D | +8.2% | -1.1% | +9.3% | +8.4% |
| 3M | +3.8% | -3.9% | +7.7% | +2.9% |
| 6M | +15.3% | -20.7% | +36.0% | +24.1% |
| YTD | +41.7% | -18.4% | +60.1% | +49.6% |
| 1Y | +23.6% | -8.1% | +31.6% | +21.7% |
| 3Y | +23.3% | -24.2% | +47.4% | +28.7% |
| 5Y | +170.4% | -50.4% | +220.9% | +237.2% |
| 10Y | +125.5% | -40.0% | +165.6% | +151.2% |
| All | +561.6% | -19.6% | +581.2% | +454.4% |
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