+850.1%
TRGP vs HIG
+313.7%
+536.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.3% |
| 7D | +0.1% | -1.5% | +1.5% | +1.2% |
| 30D | +8.0% | -0.4% | +8.4% | +8.2% |
| 3M | +8.3% | +6.7% | +1.6% | +2.0% |
| 6M | +23.9% | +2.0% | +21.9% | +20.2% |
| YTD | +59.6% | +0.3% | +59.4% | +56.3% |
| 1Y | +79.4% | +4.2% | +75.2% | +69.5% |
| 3Y | +269.4% | +102.2% | +167.2% | +90.6% |
| 5Y | +641.6% | +118.5% | +523.1% | +246.8% |
| All | +850.1% | +313.7% | +536.5% | +181.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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