+133.9%
HL vs EOG
+24.8%
+109.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.7% |
| 7D | +1.5% | +1.3% | +0.2% | +2.1% |
| 30D | +25.1% | +8.2% | +16.9% | +29.8% |
| 3M | +22.9% | +3.8% | +19.1% | +26.7% |
| 6M | -4.9% | +15.3% | -20.2% | -0.9% |
| YTD | +7.8% | +41.7% | -33.9% | +13.2% |
| 1Y | +133.9% | +23.6% | +110.3% | +148.1% |
| All | +133.9% | +24.8% | +109.1% | +148.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling