+7,608.4%
EOG vs HRB
+3,357.9%
+4,250.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +0.3% |
| 7D | +1.3% | -5.7% | +6.9% | +2.5% |
| 30D | +8.2% | +7.9% | +0.3% | +5.9% |
| 3M | +3.8% | +32.1% | -28.3% | -3.2% |
| 6M | +15.3% | +62.2% | -46.9% | +1.7% |
| YTD | +41.7% | +16.4% | +25.3% | +33.8% |
| 1Y | +23.6% | -0.3% | +23.8% | +20.5% |
| 3Y | +23.3% | +36.0% | -12.8% | +9.6% |
| 5Y | +170.4% | +125.2% | +45.2% | +108.8% |
| 10Y | +125.5% | +237.7% | -112.1% | +49.8% |
| All | +7,608.4% | +3,357.9% | +4,250.5% | +3,493.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling