+176.4%
EOG vs HDB
-38.7%
+215.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +1.3% |
| 7D | -1.3% | -4.9% | +3.6% | -0.9% |
| 30D | +3.4% | -5.8% | +9.2% | +3.9% |
| 3M | +7.8% | -5.2% | +13.0% | +8.0% |
| 6M | +13.4% | -25.7% | +39.1% | +16.8% |
| YTD | +43.5% | -39.6% | +83.1% | +52.8% |
| 1Y | +29.7% | -36.9% | +66.6% | +36.9% |
| 3Y | +23.2% | -29.7% | +52.9% | +26.2% |
| 5Y | +176.4% | -37.8% | +214.2% | +191.4% |
| All | +176.4% | -38.7% | +215.1% | +191.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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