+850.1%
TRGP vs HRB
+209.1%
+641.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +0.1% | -8.0% | +8.1% | +2.4% |
| 30D | +8.0% | -16.0% | +24.0% | +13.4% |
| 3M | +8.3% | +26.9% | -18.6% | -0.7% |
| 6M | +23.9% | +51.1% | -27.2% | +6.0% |
| YTD | +59.6% | +7.1% | +52.6% | +51.7% |
| 1Y | +79.4% | -9.6% | +89.0% | +80.2% |
| 3Y | +269.4% | +25.4% | +244.0% | +217.3% |
| 5Y | +641.6% | +114.9% | +526.7% | +398.8% |
| All | +850.1% | +209.1% | +641.0% | +463.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling