+3,651.1%
EOG vs HIG
+1,002.1%
+2,649.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | -0.3% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | +8.2% | -3.2% | +11.4% | +8.8% |
| 3M | +3.8% | +9.1% | -5.3% | +1.8% |
| 6M | +15.3% | -1.8% | +17.1% | +15.4% |
| YTD | +41.7% | +1.8% | +39.9% | +40.7% |
| 1Y | +23.6% | +4.6% | +19.0% | +21.8% |
| 3Y | +23.3% | +101.6% | -78.4% | +5.9% |
| 5Y | +170.4% | +124.5% | +45.9% | +127.7% |
| 10Y | +125.5% | +317.8% | -192.3% | +68.6% |
| All | +3,651.1% | +1,002.1% | +2,649.1% | +1,983.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling