+7,998.0%
EOG vs PH
+25,253.3%
-17,255.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.7% |
| 7D | -2.4% | +2.1% | -4.5% | -3.3% |
| 30D | +2.9% | +0.3% | +2.7% | +2.4% |
| 3M | +7.2% | -8.8% | +16.1% | +10.9% |
| 6M | +18.2% | +10.0% | +8.1% | +11.3% |
| YTD | +48.9% | +10.5% | +38.4% | +38.0% |
| 1Y | +46.7% | +15.5% | +31.2% | +33.1% |
| 3Y | +37.4% | +136.4% | -99.0% | -12.5% |
| 5Y | +103.9% | +213.6% | -109.7% | +11.4% |
| 10Y | +127.0% | +713.9% | -586.9% | -18.2% |
| All | +7,998.0% | +25,253.3% | -17,255.3% | +1,338.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling