+44.2%
EOG vs HRB
+16.9%
+27.3%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.4% | -9.6% | -5.2% |
| 7D | -8.6% | +16.0% | -24.7% | -8.6% |
| 30D | +2.8% | +32.1% | -29.3% | +2.8% |
| 3M | +3.2% | +21.5% | -18.3% | +3.1% |
| 6M | +5.3% | +82.1% | -76.8% | +7.1% |
| YTD | +44.5% | +31.6% | +12.9% | +39.2% |
| 1Y | +44.2% | +15.9% | +28.3% | +41.1% |
| All | +44.2% | +16.9% | +27.3% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling