+211.9%
B vs TRGP
+827.0%
-615.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | +1.0% | -0.7% | +1.8% | +1.1% |
| 30D | +9.5% | +9.5% | 0.0% | +8.6% |
| 3M | +14.3% | +10.8% | +3.5% | +13.1% |
| 6M | -1.9% | +25.3% | -27.2% | -4.2% |
| YTD | +4.1% | +60.3% | -56.2% | -0.7% |
| 1Y | +56.1% | +84.6% | -28.4% | +46.9% |
| 3Y | +202.0% | +264.4% | -62.3% | +166.7% |
| 5Y | +158.8% | +636.6% | -477.8% | +116.9% |
| 10Y | +211.9% | +848.9% | -637.0% | +126.2% |
| All | +211.9% | +827.0% | -615.1% | +126.2% |
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