+73.9%
BA vs TRGP
+855.1%
-781.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.3% |
| 7D | +1.2% | +0.8% | +0.4% | +0.8% |
| 30D | -11.6% | +11.5% | -23.1% | -15.4% |
| 3M | -2.4% | +9.0% | -11.4% | -6.4% |
| 6M | -6.6% | +20.5% | -27.1% | -14.3% |
| YTD | -2.2% | +59.5% | -61.8% | -19.4% |
| 1Y | -8.0% | +77.9% | -85.9% | -27.7% |
| 3Y | -5.0% | +253.6% | -258.6% | -44.1% |
| 5Y | -2.7% | +615.5% | -618.2% | -56.9% |
| All | +73.9% | +855.1% | -781.1% | -44.3% |
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