+119.0%
EOG vs WWD
+490.2%
-371.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.9% |
| 7D | +1.0% | -2.9% | +3.9% | +2.2% |
| 30D | +2.8% | -6.6% | +9.4% | +5.4% |
| 3M | +5.9% | -9.3% | +15.2% | +8.5% |
| 6M | +17.1% | -13.6% | +30.7% | +20.0% |
| YTD | +43.9% | +10.4% | +33.6% | +30.9% |
| 1Y | +26.9% | +39.9% | -13.0% | +2.0% |
| 3Y | +23.6% | +165.0% | -141.5% | -30.9% |
| 5Y | +178.1% | +183.8% | -5.7% | +43.8% |
| All | +119.0% | +490.2% | -371.2% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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