+67.3%
AG vs TRGP
+627.0%
-559.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.0% | -4.9% |
| 7D | -5.8% | -0.6% | -5.2% | -5.6% |
| 30D | +6.4% | +10.0% | -3.6% | +2.5% |
| 3M | +28.4% | +7.6% | +20.8% | +23.6% |
| 6M | -24.5% | +26.8% | -51.2% | -32.8% |
| YTD | +21.2% | +60.6% | -39.4% | -2.3% |
| 1Y | +114.1% | +82.5% | +31.6% | +62.2% |
| 3Y | +268.0% | +265.0% | +3.0% | +92.1% |
| 5Y | +67.3% | +645.9% | -578.6% | -31.3% |
| All | +67.3% | +627.0% | -559.7% | -31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling