+73.7%
HST vs TRGP
+631.5%
-557.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.4% |
| 7D | +2.0% | -0.6% | +2.6% | +2.2% |
| 30D | -5.2% | +14.6% | -19.8% | -10.2% |
| 3M | -6.2% | +11.9% | -18.2% | -10.9% |
| 6M | +20.4% | +25.3% | -4.8% | +8.5% |
| YTD | +30.6% | +61.9% | -31.2% | +5.3% |
| 1Y | +37.4% | +87.3% | -49.9% | +3.5% |
| 3Y | +66.1% | +268.0% | -201.9% | -12.9% |
| 5Y | +73.7% | +638.2% | -564.5% | -37.9% |
| All | +73.7% | +631.5% | -557.7% | -37.9% |
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