+47.7%
EOG vs PH
+12.0%
+35.7%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +0.8% |
| 7D | +7.4% | +7.4% | 0.0% | +9.4% |
| 30D | +2.3% | +0.5% | +1.8% | +2.5% |
| 3M | +9.5% | -10.2% | +19.7% | +6.0% |
| 6M | +17.7% | +8.9% | +8.8% | +21.6% |
| YTD | +52.9% | +9.7% | +43.3% | +54.5% |
| 1Y | +47.7% | +12.8% | +34.8% | +48.6% |
| All | +47.7% | +12.0% | +35.7% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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