+9.8%
BAX vs TRGP
+80.7%
-70.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.0% |
| 7D | -1.1% | +0.8% | -1.9% | -1.2% |
| 30D | -5.5% | +11.5% | -17.0% | -5.8% |
| 3M | +33.5% | +9.0% | +24.5% | +32.5% |
| 6M | +35.9% | +20.5% | +15.4% | +32.1% |
| YTD | +35.4% | +59.5% | -24.2% | +26.6% |
| 1Y | +9.8% | +77.9% | -68.2% | +2.4% |
| All | +9.8% | +80.7% | -70.9% | +2.4% |
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