-10.6%
BA vs TRGP
+89.5%
-100.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.5% | +6.7% | +1.1% |
| 7D | +5.9% | -6.5% | +12.4% | +4.4% |
| 30D | -8.2% | -0.4% | -7.7% | -8.1% |
| 3M | -25.4% | +8.8% | -34.2% | -23.0% |
| 6M | -20.0% | +11.0% | -31.0% | -16.9% |
| YTD | -18.5% | +57.4% | -75.9% | -8.8% |
| 1Y | -10.6% | +87.9% | -98.5% | +7.4% |
| All | -10.6% | +89.5% | -100.2% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling