+55.3%
BE vs TRGP
+89.5%
-34.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.5% | -1.8% | -6.6% |
| 7D | -12.1% | -6.5% | -5.7% | -12.4% |
| 30D | -30.1% | -0.4% | -29.7% | -29.6% |
| 3M | -12.1% | +8.8% | -21.0% | -12.3% |
| 6M | -30.6% | +11.0% | -41.6% | -31.8% |
| YTD | +130.6% | +57.4% | +73.3% | +82.1% |
| 1Y | +55.3% | +87.9% | -32.6% | +11.3% |
| All | +55.3% | +89.5% | -34.3% | +11.3% |
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