+87.9%
TRGP vs USHY
+1.9%
+86.0%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.2% | -3.9% |
| 7D | -6.5% | -0.2% | -6.3% | -6.6% |
| 30D | -0.4% | +0.7% | -1.1% | +0.5% |
| 3M | +8.8% | -2.2% | +11.0% | +6.5% |
| 6M | +11.0% | -0.9% | +11.9% | +9.9% |
| YTD | +57.4% | +0.2% | +57.2% | +56.3% |
| 1Y | +87.9% | +1.7% | +86.1% | +83.0% |
| All | +87.9% | +1.9% | +86.0% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling