+2,174.7%
TRGP vs HBM
+59.8%
+2,114.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.9% |
| 7D | +0.8% | -6.4% | +7.1% | +2.7% |
| 30D | +11.5% | +5.9% | +5.6% | +8.8% |
| 3M | +9.0% | -8.9% | +17.9% | +9.2% |
| 6M | +20.5% | +10.7% | +9.8% | +10.4% |
| YTD | +59.5% | +38.3% | +21.3% | +33.6% |
| 1Y | +77.9% | +121.3% | -43.4% | +25.2% |
| 3Y | +253.6% | +450.6% | -197.0% | +68.8% |
| 5Y | +615.5% | +338.0% | +277.5% | +240.9% |
| 10Y | +897.1% | +578.6% | +318.5% | +224.9% |
| All | +2,174.7% | +59.8% | +2,114.9% | +755.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling