+110.4%
EOG vs HAS
+53.3%
+57.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.8% |
| 7D | -2.0% | -3.1% | +1.1% | -1.1% |
| 30D | +7.9% | -2.7% | +10.6% | +8.6% |
| 3M | +4.5% | +8.9% | -4.4% | +1.3% |
| 6M | +12.3% | -2.9% | +15.2% | +11.8% |
| YTD | +41.9% | +12.6% | +29.2% | +34.1% |
| 1Y | +27.8% | +17.5% | +10.4% | +18.9% |
| 3Y | +21.8% | +46.2% | -24.4% | +2.7% |
| 5Y | +174.0% | +12.6% | +161.4% | +147.2% |
| 10Y | +110.4% | +55.7% | +54.7% | +69.3% |
| All | +110.4% | +53.3% | +57.1% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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