+1,665.8%
AMAT vs TRGP
+843.4%
+822.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.5% | +2.5% | +3.6% |
| 7D | +7.0% | -0.6% | +7.6% | +7.2% |
| 30D | -12.2% | +14.6% | -26.8% | -15.6% |
| 3M | -3.8% | +11.9% | -15.8% | -7.2% |
| 6M | +45.9% | +25.3% | +20.7% | +36.0% |
| YTD | +84.6% | +61.9% | +22.8% | +60.3% |
| 1Y | +193.4% | +87.3% | +106.1% | +143.7% |
| 3Y | +228.1% | +268.0% | -39.9% | +127.0% |
| 5Y | +268.9% | +638.2% | -369.3% | +113.4% |
| 10Y | +1,665.8% | +821.9% | +843.8% | +748.3% |
| All | +1,665.8% | +843.4% | +822.4% | +748.3% |
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 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