+2,174.7%
TRGP vs HRB
+575.9%
+1,598.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.1% |
| 7D | +0.8% | -5.7% | +6.4% | +2.3% |
| 30D | +11.5% | +7.9% | +3.6% | +8.7% |
| 3M | +9.0% | +32.1% | -23.1% | -0.2% |
| 6M | +20.5% | +62.2% | -41.7% | +2.8% |
| YTD | +59.5% | +16.4% | +43.1% | +48.9% |
| 1Y | +77.9% | -0.3% | +78.2% | +73.4% |
| 3Y | +253.6% | +36.0% | +217.5% | +204.1% |
| 5Y | +615.5% | +125.2% | +490.3% | +410.2% |
| 10Y | +897.1% | +237.7% | +659.4% | +499.8% |
| All | +2,174.7% | +575.9% | +1,598.7% | +1,017.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling