+166.2%
EOG vs HIG
+116.1%
+50.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +1.5% | -1.5% | +2.9% | +2.1% |
| 30D | +2.9% | -0.4% | +3.3% | +3.0% |
| 3M | +8.7% | +6.7% | +2.1% | +5.4% |
| 6M | +12.9% | +2.0% | +10.9% | +11.1% |
| YTD | +43.8% | +0.3% | +43.5% | +42.3% |
| 1Y | +27.1% | +4.2% | +22.9% | +23.0% |
| 3Y | +25.9% | +102.2% | -76.3% | -18.3% |
| All | +166.2% | +116.1% | +50.1% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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