+72.8%
HCA vs TRGP
+628.1%
-555.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +1.9% | +1.5% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +3.0% | +8.0% | -5.1% | +1.3% |
| 3M | +13.0% | +8.3% | +4.8% | +10.7% |
| 6M | -20.3% | +23.9% | -44.2% | -24.5% |
| YTD | -8.2% | +59.6% | -67.9% | -18.3% |
| 1Y | +6.7% | +79.4% | -72.7% | -8.0% |
| 3Y | +60.4% | +269.4% | -209.1% | +6.0% |
| All | +72.8% | +628.1% | -555.3% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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