+636.6%
TRGP vs HBM
+392.2%
+244.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -0.7% | +5.5% | -6.2% | -1.8% |
| 30D | +9.5% | +3.3% | +6.2% | +8.3% |
| 3M | +10.8% | +12.7% | -1.8% | +6.6% |
| 6M | +25.3% | +28.2% | -2.9% | +14.4% |
| YTD | +60.3% | +45.3% | +15.0% | +39.6% |
| 1Y | +84.6% | +121.7% | -37.2% | +41.6% |
| 3Y | +264.4% | +523.5% | -259.2% | +91.8% |
| 5Y | +636.6% | +393.9% | +242.7% | +298.3% |
| All | +636.6% | +392.2% | +244.3% | +298.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling