+1.3%
BBY vs TRGP
+628.1%
-626.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.6% | +3.3% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +9.4% | +8.0% | +1.4% | +6.6% |
| 3M | +19.3% | +8.3% | +11.1% | +15.5% |
| 6M | +47.9% | +23.9% | +24.0% | +35.4% |
| YTD | +39.6% | +59.6% | -20.1% | +15.9% |
| 1Y | +22.2% | +79.4% | -57.2% | -3.4% |
| 3Y | +45.0% | +269.4% | -224.5% | -11.9% |
| All | +1.3% | +628.1% | -626.8% | -51.1% |
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