+79.4%
TRGP vs USHY
+3.5%
+75.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.1% | -0.7% | +0.8% | -0.4% |
| 30D | +8.0% | -0.7% | +8.7% | +7.6% |
| 3M | +8.3% | +0.1% | +8.2% | +8.1% |
| 6M | +23.9% | +1.8% | +22.1% | +23.3% |
| YTD | +59.6% | +1.8% | +57.9% | +58.7% |
| 1Y | +79.4% | +3.3% | +76.1% | +72.7% |
| All | +79.4% | +3.5% | +75.9% | +72.7% |
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