+111.9%
HAL vs EOG
+179.2%
-67.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.1% |
| 7D | -1.3% | -1.3% | 0.0% | -0.2% |
| 30D | +10.9% | +3.4% | +7.5% | +7.4% |
| 3M | -5.8% | +7.8% | -13.7% | -13.2% |
| 6M | +8.1% | +13.4% | -5.2% | -5.4% |
| YTD | +33.2% | +43.5% | -10.3% | -7.5% |
| 1Y | +74.2% | +29.7% | +44.5% | +33.1% |
| 3Y | -3.7% | +23.2% | -26.9% | -22.4% |
| 5Y | +111.9% | +176.4% | -64.5% | -10.5% |
| All | +111.9% | +179.2% | -67.3% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling