+345.6%
HWM vs TRGP
+252.5%
+93.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +0.5% |
| 7D | -1.8% | -5.8% | +4.0% | 0.0% |
| 30D | -2.7% | -1.5% | -1.2% | -2.7% |
| 3M | -22.7% | +6.1% | -28.8% | -24.8% |
| 6M | -18.9% | +14.4% | -33.3% | -23.8% |
| YTD | +7.1% | +55.3% | -48.3% | -12.4% |
| 1Y | +4.7% | +69.1% | -64.4% | -17.8% |
| 3Y | +345.6% | +254.3% | +91.3% | +201.0% |
| All | +345.6% | +252.5% | +93.1% | +201.0% |
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 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