+43.2%
EOG vs HBM
+424.8%
-381.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.8% | +1.8% |
| 7D | +7.6% | +2.2% | +5.4% | +7.5% |
| 30D | +3.4% | -11.8% | +15.2% | +3.8% |
| 3M | +12.7% | -19.2% | +31.9% | +13.5% |
| 6M | +19.0% | -22.9% | +41.9% | +19.9% |
| YTD | +55.6% | +7.8% | +47.8% | +49.1% |
| 1Y | +49.5% | +34.9% | +14.6% | +38.5% |
| 3Y | +43.2% | +422.2% | -379.1% | -0.2% |
| All | +43.2% | +424.8% | -381.6% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 3y: compounded portfolio wealth divided by compounded HBM 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…
3y analysis · Full analysis span regression · 6 months rolling