+248.6%
HD vs TRGP
+822.5%
-573.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | +1.5% | +12.4% | -10.9% | -0.3% |
| 30D | +18.0% | +2.6% | +15.4% | +17.2% |
| 3M | +2.8% | +11.9% | -9.1% | +0.5% |
| 6M | +17.0% | +13.9% | +3.1% | +13.6% |
| YTD | +3.5% | +64.2% | -60.7% | -5.9% |
| 1Y | -2.6% | +78.5% | -81.1% | -12.8% |
| 3Y | +30.7% | +272.9% | -242.2% | +1.6% |
| 5Y | +6.2% | +510.7% | -504.5% | -25.1% |
| All | +248.6% | +822.5% | -573.9% | +102.7% |
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