+166.2%
EOG vs DHI
+61.2%
+105.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.2% |
| 7D | +1.5% | -3.4% | +4.9% | +1.7% |
| 30D | +2.9% | -5.4% | +8.4% | +3.2% |
| 3M | +8.7% | -10.4% | +19.2% | +9.2% |
| 6M | +12.9% | -2.8% | +15.7% | +12.4% |
| YTD | +43.8% | -3.4% | +47.2% | +43.1% |
| 1Y | +27.1% | -22.9% | +50.0% | +29.2% |
| 3Y | +25.9% | +20.7% | +5.2% | +20.5% |
| All | +166.2% | +61.2% | +105.0% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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