+176.4%
EOG vs WWD
+191.3%
-14.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | -1.3% | +0.6% | -1.9% | -1.4% |
| 30D | +3.4% | -5.1% | +8.5% | +4.1% |
| 3M | +7.8% | -11.2% | +19.1% | +9.2% |
| 6M | +13.4% | -12.0% | +25.4% | +14.2% |
| YTD | +43.5% | +12.0% | +31.5% | +35.5% |
| 1Y | +29.7% | +42.8% | -13.1% | +13.8% |
| 3Y | +23.2% | +168.9% | -145.8% | -13.3% |
| 5Y | +176.4% | +192.2% | -15.8% | +83.9% |
| All | +176.4% | +191.3% | -14.9% | +83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling