-22.2%
HDB vs TRGP
+504.4%
-526.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.4% |
| 7D | +2.7% | +12.4% | -9.6% | +1.1% |
| 30D | +14.1% | +2.6% | +11.5% | +13.4% |
| 3M | +11.8% | +11.9% | 0.0% | +9.5% |
| 6M | +8.2% | +13.9% | -5.7% | +5.4% |
| YTD | -29.3% | +64.2% | -93.5% | -35.6% |
| 1Y | -28.8% | +78.5% | -107.3% | -36.2% |
| 3Y | -7.5% | +272.9% | -280.4% | -33.4% |
| All | -22.2% | +504.4% | -526.6% | -53.0% |
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 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