+178.1%
EOG vs HRB
+109.9%
+68.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | +1.0% | -12.2% | +13.2% | +2.2% |
| 30D | +2.8% | -3.0% | +5.8% | +2.9% |
| 3M | +5.9% | +21.7% | -15.8% | +3.4% |
| 6M | +17.1% | +52.3% | -35.3% | +11.4% |
| YTD | +43.9% | +6.5% | +37.4% | +42.9% |
| 1Y | +26.9% | -6.7% | +33.6% | +28.2% |
| 3Y | +23.6% | +25.1% | -1.6% | +15.7% |
| 5Y | +178.1% | +113.8% | +64.4% | +145.9% |
| All | +178.1% | +109.9% | +68.2% | +145.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling