-66.4%
HUBS vs TRGP
+628.1%
-694.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -9.0% | +0.1% | -9.1% | -9.0% |
| 30D | +7.2% | +8.0% | -0.8% | +4.3% |
| 3M | +20.9% | +8.3% | +12.6% | +16.1% |
| 6M | -13.0% | +23.9% | -36.9% | -21.0% |
| YTD | -43.8% | +59.6% | -103.5% | -54.4% |
| 1Y | -54.6% | +79.4% | -134.1% | -65.2% |
| 3Y | -58.5% | +269.4% | -327.9% | -77.4% |
| All | -66.4% | +628.1% | -694.5% | -85.1% |
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 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