+448.6%
HWM vs TRGP
+260.6%
+188.0%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -2.1% | +0.8% | -2.9% | -2.4% |
| 30D | -11.0% | +11.5% | -22.5% | -14.3% |
| 3M | +4.0% | +9.0% | -5.0% | +0.4% |
| 6M | -0.2% | +20.5% | -20.7% | -8.1% |
| YTD | +26.7% | +59.5% | -32.9% | +3.0% |
| 1Y | +44.7% | +77.9% | -33.2% | +11.3% |
| All | +448.6% | +260.6% | +188.0% | +231.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling