+2,185.1%
TRGP vs HUBB
+949.2%
+1,235.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.4% |
| 7D | -0.7% | +1.1% | -1.8% | -1.4% |
| 30D | +9.5% | -9.6% | +19.1% | +16.4% |
| 3M | +10.8% | -6.2% | +17.0% | +12.9% |
| 6M | +25.3% | -6.2% | +31.5% | +25.2% |
| YTD | +60.3% | +3.4% | +56.9% | +48.1% |
| 1Y | +84.6% | +5.3% | +79.2% | +66.3% |
| 3Y | +264.4% | +44.4% | +220.0% | +142.4% |
| 5Y | +636.6% | +152.4% | +484.2% | +191.5% |
| 10Y | +848.9% | +437.0% | +411.9% | +123.8% |
| All | +2,185.1% | +949.2% | +1,235.8% | +276.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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