+668.0%
BE vs TRGP
+662.3%
+5.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.3% | -5.1% |
| 7D | +10.8% | +12.4% | -1.6% | +4.1% |
| 30D | -19.8% | +2.6% | -22.4% | -21.0% |
| 3M | -18.7% | +11.9% | -30.6% | -24.8% |
| 6M | -33.7% | +13.9% | -47.7% | -40.2% |
| YTD | +121.0% | +64.2% | +56.8% | +61.2% |
| 1Y | +85.4% | +78.5% | +6.9% | +28.8% |
| 3Y | +1,709.5% | +272.9% | +1,436.6% | +724.1% |
| 5Y | +462.2% | +510.7% | -48.5% | +94.5% |
| All | +668.0% | +662.3% | +5.7% | +22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling