+271.5%
TRGP vs USHY
+27.0%
+244.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +1.1% |
| 7D | -0.6% | -0.7% | +0.2% | +0.8% |
| 30D | +10.0% | -0.5% | +10.5% | +11.0% |
| 3M | +7.6% | +0.5% | +7.1% | +6.2% |
| 6M | +26.8% | +1.5% | +25.3% | +22.2% |
| YTD | +60.6% | +1.7% | +58.8% | +53.9% |
| 1Y | +82.5% | +3.5% | +78.9% | +67.7% |
| All | +271.5% | +27.0% | +244.5% | +157.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling