+118.9%
EOG vs HRB
+209.1%
-90.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +1.5% | -8.0% | +9.5% | +3.2% |
| 30D | +2.9% | -16.0% | +18.9% | +6.4% |
| 3M | +8.7% | +26.9% | -18.1% | +2.6% |
| 6M | +12.9% | +51.1% | -38.2% | +1.6% |
| YTD | +43.8% | +7.1% | +36.8% | +39.2% |
| 1Y | +27.1% | -9.6% | +36.7% | +27.8% |
| 3Y | +25.9% | +25.4% | +0.5% | +13.3% |
| 5Y | +177.9% | +114.9% | +63.0% | +109.8% |
| All | +118.9% | +209.1% | -90.3% | +51.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling