+2,174.7%
TRGP vs HIG
+682.9%
+1,491.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.4% |
| 7D | +0.8% | +0.3% | +0.5% | +0.5% |
| 30D | +11.5% | -3.2% | +14.7% | +13.9% |
| 3M | +9.0% | +9.1% | -0.2% | +2.3% |
| 6M | +20.5% | -1.8% | +22.3% | +20.7% |
| YTD | +59.5% | +1.8% | +57.8% | +55.7% |
| 1Y | +77.9% | +4.6% | +73.3% | +70.2% |
| 3Y | +253.6% | +101.6% | +151.9% | +114.0% |
| 5Y | +615.5% | +124.5% | +491.0% | +297.9% |
| 10Y | +897.1% | +317.8% | +579.3% | +287.0% |
| All | +2,174.7% | +682.9% | +1,491.7% | +574.9% |
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