+97.9%
BAC vs TRGP
+274.3%
-176.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +3.2% | +12.4% | -9.1% | -0.1% |
| 30D | -0.7% | +2.6% | -3.3% | -1.8% |
| 3M | -20.0% | +11.9% | -31.8% | -23.1% |
| 6M | +3.4% | +13.9% | -10.5% | -1.8% |
| YTD | -5.7% | +64.2% | -69.9% | -22.6% |
| 1Y | -1.4% | +78.5% | -79.9% | -21.9% |
| 3Y | +97.9% | +272.9% | -175.0% | +12.9% |
| All | +97.9% | +274.3% | -176.4% | +12.9% |
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