+247.2%
HD vs TRGP
+762.8%
-515.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -1.1% |
| 7D | +5.2% | -5.8% | +11.0% | +6.1% |
| 30D | +20.7% | -1.5% | +22.2% | +20.7% |
| 3M | +0.8% | +6.1% | -5.3% | -0.6% |
| 6M | +12.2% | +14.4% | -2.2% | +8.8% |
| YTD | +4.2% | +55.3% | -51.1% | -4.4% |
| 1Y | -2.6% | +69.1% | -71.7% | -12.0% |
| 3Y | +30.0% | +254.3% | -224.3% | +1.8% |
| 5Y | +8.1% | +471.4% | -463.3% | -22.9% |
| 10Y | +247.2% | +773.0% | -525.8% | +104.0% |
| All | +247.2% | +762.8% | -515.6% | +104.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling