+19,391.6%
WELL vs EOG
+8,150.5%
+11,241.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -1.9% | -0.5% |
| 7D | +0.1% | +7.6% | -7.5% | -1.2% |
| 30D | +5.7% | +3.4% | +2.3% | +4.9% |
| 3M | +4.6% | +12.7% | -8.1% | +2.2% |
| 6M | +11.9% | +19.0% | -7.1% | +7.8% |
| YTD | +33.6% | +55.6% | -22.0% | +22.4% |
| 1Y | +29.8% | +49.5% | -19.8% | +19.6% |
| 3Y | +202.2% | +43.2% | +159.0% | +177.2% |
| 5Y | +223.2% | +111.8% | +111.4% | +169.9% |
| 10Y | +461.7% | +140.4% | +321.3% | +323.2% |
| All | +19,391.6% | +8,150.5% | +11,241.1% | +10,643.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling