+75.6%
HST vs TRGP
+89.5%
-13.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.5% | +5.8% | +1.1% |
| 7D | +3.3% | -6.5% | +9.8% | +3.0% |
| 30D | +16.4% | -0.4% | +16.8% | +16.3% |
| 3M | +5.5% | +8.8% | -3.3% | +5.7% |
| 6M | +31.1% | +11.0% | +20.1% | +30.6% |
| YTD | +55.9% | +57.4% | -1.5% | +38.9% |
| 1Y | +75.6% | +87.9% | -12.2% | +44.5% |
| All | +75.6% | +89.5% | -13.9% | +44.5% |
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