+28.1%
BA vs TRGP
+772.2%
-744.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | -1.8% |
| 7D | -1.7% | -7.2% | +5.4% | +0.7% |
| 30D | -9.5% | -4.2% | -5.3% | -8.4% |
| 3M | -26.5% | +7.0% | -33.4% | -28.8% |
| 6M | -27.4% | +11.2% | -38.6% | -31.4% |
| YTD | -20.6% | +51.1% | -71.7% | -33.7% |
| 1Y | -11.4% | +62.0% | -73.5% | -28.2% |
| 3Y | -10.8% | +248.2% | -259.0% | -47.5% |
| 5Y | -21.9% | +432.4% | -454.3% | -61.7% |
| 10Y | +28.1% | +739.5% | -711.4% | -56.7% |
| All | +28.1% | +772.2% | -744.1% | -56.7% |
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