+79.4%
TRGP vs HBM
+97.2%
-17.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.6% |
| 7D | +0.1% | -3.3% | +3.4% | 0.0% |
| 30D | +8.0% | -4.8% | +12.9% | +7.9% |
| 3M | +8.3% | -0.4% | +8.7% | +8.4% |
| 6M | +23.9% | +17.9% | +6.0% | +24.6% |
| YTD | +59.6% | +33.7% | +25.9% | +59.4% |
| 1Y | +79.4% | +95.6% | -16.2% | +84.2% |
| All | +79.4% | +97.2% | -17.8% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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