+2,241.1%
TRGP vs HIG
+677.9%
+1,563.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +12.4% | +2.6% | +9.8% | +10.5% |
| 30D | +2.6% | +4.2% | -1.6% | -0.5% |
| 3M | +11.9% | +0.2% | +11.7% | +11.1% |
| 6M | +13.9% | +4.6% | +9.3% | +9.4% |
| YTD | +64.2% | +1.1% | +63.1% | +60.1% |
| 1Y | +78.5% | +4.7% | +73.8% | +69.8% |
| 3Y | +272.9% | +95.5% | +177.5% | +129.7% |
| 5Y | +510.7% | +111.7% | +399.1% | +252.1% |
| 10Y | +821.0% | +263.4% | +557.5% | +278.3% |
| All | +2,241.1% | +677.9% | +1,563.2% | +594.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling