+349.9%
WELL vs EOG
+121.2%
+228.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -2.2% | +1.0% | -3.3% | -2.5% |
| 30D | +4.7% | +2.8% | +1.9% | +3.9% |
| 3M | +11.9% | +5.9% | +6.0% | +9.9% |
| 6M | +14.3% | +17.1% | -2.8% | +8.7% |
| YTD | +28.4% | +43.9% | -15.6% | +15.2% |
| 1Y | +42.3% | +26.9% | +15.4% | +31.8% |
| 3Y | +202.6% | +23.6% | +179.0% | +176.0% |
| 5Y | +206.5% | +178.1% | +28.4% | +105.8% |
| All | +349.9% | +121.2% | +228.7% | +136.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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