+821.9%
TRGP vs THC
+952.2%
-130.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.7% | +2.2% |
| 7D | -0.6% | -2.6% | +2.0% | +0.2% |
| 30D | +14.6% | -1.2% | +15.7% | +15.0% |
| 3M | +11.9% | +58.9% | -47.0% | -5.3% |
| 6M | +25.3% | +9.3% | +15.9% | +18.8% |
| YTD | +61.9% | +30.4% | +31.5% | +43.6% |
| 1Y | +87.3% | +34.6% | +52.7% | +63.1% |
| 3Y | +268.0% | +246.7% | +21.3% | +118.0% |
| 5Y | +638.2% | +244.5% | +393.7% | +304.1% |
| 10Y | +821.9% | +950.1% | -128.2% | +196.0% |
| All | +821.9% | +952.2% | -130.3% | +196.0% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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