+2,611.7%
EOG vs HDB
+3,812.1%
-1,200.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +1.3% | +0.4% | +0.9% | +1.1% |
| 30D | +8.2% | -2.8% | +11.0% | +9.0% |
| 3M | +3.8% | -3.5% | +7.4% | +4.2% |
| 6M | +15.3% | -24.7% | +40.0% | +24.0% |
| YTD | +41.7% | -36.6% | +78.3% | +60.5% |
| 1Y | +23.6% | -34.4% | +57.9% | +38.2% |
| 3Y | +23.3% | -24.4% | +47.7% | +28.6% |
| 5Y | +170.4% | -35.4% | +205.8% | +190.5% |
| 10Y | +125.5% | +39.5% | +86.0% | +79.7% |
| All | +2,611.7% | +3,812.1% | -1,200.5% | +1,154.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling