+24.3%
HWM vs TRGP
+84.8%
-60.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -12.5% | -0.6% | -12.0% | -12.5% |
| 30D | -19.0% | +10.0% | -29.0% | -18.9% |
| 3M | -8.6% | +7.6% | -16.2% | -8.5% |
| 6M | -10.2% | +26.8% | -36.9% | -11.5% |
| YTD | +11.3% | +60.6% | -49.2% | +5.6% |
| 1Y | +24.3% | +82.5% | -58.2% | +15.0% |
| All | +24.3% | +84.8% | -60.5% | +15.0% |
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