+36.8%
HST vs TRGP
+84.4%
-47.6%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | -0.3% | -0.7% | +0.4% | -0.3% |
| 30D | -2.8% | +9.5% | -12.2% | -3.1% |
| 3M | -6.5% | +10.8% | -17.3% | -7.0% |
| 6M | +20.7% | +25.3% | -4.6% | +16.4% |
| YTD | +30.5% | +60.3% | -29.8% | +16.5% |
| 1Y | +36.8% | +84.6% | -47.8% | +16.0% |
| All | +36.8% | +84.4% | -47.6% | +16.0% |
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 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