+398.8%
HL vs EOG
+22.6%
+376.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.0% |
| 7D | -5.6% | +1.0% | -6.6% | -5.7% |
| 30D | +12.7% | +2.8% | +9.9% | +12.3% |
| 3M | +42.5% | +5.9% | +36.6% | +40.7% |
| 6M | -9.0% | +17.1% | -26.1% | -14.2% |
| YTD | +4.4% | +43.9% | -39.5% | -9.5% |
| 1Y | +82.7% | +26.9% | +55.8% | +66.5% |
| All | +398.8% | +22.6% | +376.2% | +337.1% |
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 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