-14.9%
HAL vs EOG
+141.0%
-155.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.5% |
| 7D | +6.1% | +7.6% | -1.5% | -0.8% |
| 30D | +2.9% | +3.4% | -0.5% | -0.4% |
| 3M | +3.3% | +12.7% | -9.4% | -8.0% |
| 6M | -16.9% | +19.0% | -35.9% | -30.3% |
| YTD | +21.2% | +55.6% | -34.4% | -21.6% |
| 1Y | +27.5% | +49.5% | -22.0% | -14.4% |
| 3Y | -6.4% | +43.2% | -49.6% | -34.2% |
| 5Y | +58.0% | +111.8% | -53.8% | -22.0% |
| All | -14.9% | +141.0% | -155.8% | -67.9% |
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