+108.2%
EOG vs WWD
+183.1%
-74.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.5% |
| 7D | +7.4% | +8.2% | -0.8% | +6.2% |
| 30D | +2.3% | -0.2% | +2.5% | +2.2% |
| 3M | +9.5% | -8.4% | +17.9% | +10.7% |
| 6M | +17.7% | -9.5% | +27.2% | +18.2% |
| YTD | +52.9% | +10.1% | +42.8% | +44.6% |
| 1Y | +47.7% | +21.6% | +26.1% | +35.5% |
| 3Y | +41.1% | +149.6% | -108.5% | +2.1% |
| 5Y | +108.2% | +191.3% | -83.1% | +37.0% |
| All | +108.2% | +183.1% | -74.8% | +37.0% |
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