+61.6%
AG vs TRGP
+863.3%
-801.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.4% | -2.8% |
| 7D | -6.7% | +0.1% | -6.8% | -6.7% |
| 30D | +2.2% | +8.0% | -5.9% | +0.2% |
| 3M | +15.7% | +8.3% | +7.4% | +12.9% |
| 6M | -23.8% | +23.9% | -47.7% | -28.3% |
| YTD | +17.6% | +59.6% | -42.0% | +4.3% |
| 1Y | +88.6% | +79.4% | +9.2% | +62.2% |
| 3Y | +253.4% | +269.4% | -16.0% | +156.1% |
| 5Y | +62.4% | +641.6% | -579.2% | +2.2% |
| All | +61.6% | +863.3% | -801.6% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling