+51.0%
HPQ vs TRGP
+628.1%
-577.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.6% |
| 7D | +9.8% | +0.1% | +9.7% | +9.7% |
| 30D | +22.4% | +8.0% | +14.3% | +18.9% |
| 3M | +45.2% | +8.3% | +36.9% | +40.2% |
| 6M | +96.4% | +23.9% | +72.5% | +79.6% |
| YTD | +65.4% | +59.6% | +5.8% | +37.0% |
| 1Y | +31.6% | +79.4% | -47.9% | +3.6% |
| 3Y | +37.0% | +269.4% | -232.4% | -20.4% |
| All | +51.0% | +628.1% | -577.1% | -37.6% |
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