+198.7%
B vs TRGP
+265.9%
-67.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -2.9% | -1.6% |
| 7D | +2.3% | -0.6% | +2.9% | +2.4% |
| 30D | +1.4% | +14.6% | -13.2% | 0.0% |
| 3M | +12.2% | +11.9% | +0.2% | +10.6% |
| 6M | -2.1% | +25.3% | -27.4% | -5.7% |
| YTD | +2.9% | +61.9% | -58.9% | -5.6% |
| 1Y | +55.3% | +87.3% | -32.0% | +38.1% |
| 3Y | +198.7% | +268.0% | -69.3% | +104.9% |
| All | +198.7% | +265.9% | -67.2% | +104.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling