-7.5%
HDB vs TRGP
+274.3%
-281.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.5% |
| 7D | +2.7% | +12.4% | -9.6% | +2.3% |
| 30D | +14.1% | +2.6% | +11.5% | +13.9% |
| 3M | +11.8% | +11.9% | 0.0% | +10.9% |
| 6M | +8.2% | +13.9% | -5.7% | +7.0% |
| YTD | -29.3% | +64.2% | -93.5% | -32.4% |
| 1Y | -28.8% | +78.5% | -107.3% | -32.4% |
| 3Y | -7.5% | +272.9% | -280.4% | -36.7% |
| All | -7.5% | +274.3% | -281.7% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling