+45.9%
HLT vs TRGP
+89.5%
-43.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.5% | +8.0% | +3.1% |
| 7D | +7.7% | -6.5% | +14.2% | +7.1% |
| 30D | +19.1% | -0.4% | +19.5% | +18.9% |
| 3M | +20.7% | +8.8% | +11.9% | +21.2% |
| 6M | +21.0% | +11.0% | +10.0% | +21.2% |
| YTD | +31.3% | +57.4% | -26.1% | +25.7% |
| 1Y | +45.9% | +87.9% | -42.0% | +34.1% |
| All | +45.9% | +89.5% | -43.7% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling