+3.2%
HAL vs EOG
+121.2%
-118.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.1% |
| 7D | -3.3% | +1.0% | -4.3% | -4.2% |
| 30D | +7.2% | +2.8% | +4.4% | +4.4% |
| 3M | -8.8% | +5.9% | -14.7% | -14.4% |
| 6M | +3.0% | +17.1% | -14.1% | -12.2% |
| YTD | +29.4% | +43.9% | -14.5% | -9.6% |
| 1Y | +62.8% | +26.9% | +36.0% | +27.7% |
| 3Y | -6.4% | +23.6% | -30.0% | -24.3% |
| 5Y | +103.6% | +178.1% | -74.5% | -21.4% |
| All | +3.2% | +121.2% | -118.0% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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