-38.3%
BAX vs TRGP
+868.8%
-907.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | -5.4% | -0.6% | -4.9% | -5.4% |
| 30D | -12.4% | +10.0% | -22.4% | -13.1% |
| 3M | +19.1% | +7.6% | +11.5% | +18.2% |
| 6M | +38.6% | +26.8% | +11.8% | +35.5% |
| YTD | +26.7% | +60.6% | -33.8% | +21.5% |
| 1Y | +1.0% | +82.5% | -81.4% | -4.3% |
| 3Y | -33.9% | +265.0% | -298.9% | -40.4% |
| 5Y | -67.0% | +645.9% | -712.9% | -71.6% |
| All | -38.3% | +868.8% | -907.1% | -43.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling