-22.1%
BA vs TRGP
+415.2%
-437.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +1.3% |
| 7D | +1.1% | -16.0% | +17.1% | +6.2% |
| 30D | -7.9% | -6.4% | -1.5% | -6.4% |
| 3M | -25.3% | -1.0% | -24.4% | -25.7% |
| 6M | -24.6% | +7.0% | -31.6% | -27.7% |
| YTD | -20.1% | +46.1% | -66.2% | -32.4% |
| 1Y | -11.8% | +58.7% | -70.4% | -28.0% |
| 3Y | -10.1% | +221.9% | -232.0% | -48.0% |
| All | -22.1% | +415.2% | -437.3% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling