-8.8%
HAL vs EOG
+39.1%
-47.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.5% | +1.9% | +2.1% |
| 7D | -0.2% | +4.6% | -4.8% | -4.0% |
| 30D | +1.0% | +2.9% | -1.8% | -1.6% |
| 3M | -2.1% | +8.0% | -10.1% | -9.0% |
| 6M | -17.5% | +17.0% | -34.5% | -29.4% |
| YTD | +18.1% | +51.1% | -33.0% | -22.3% |
| 1Y | +19.7% | +45.1% | -25.4% | -18.1% |
| All | -8.8% | +39.1% | -47.9% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling