+934.0%
BE vs TRGP
+645.4%
+288.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +9.7% | -0.6% | +10.3% | +10.1% |
| 30D | +22.4% | +10.0% | +12.4% | +15.0% |
| 3M | +10.4% | +7.6% | +2.7% | +3.9% |
| 6M | +67.9% | +26.8% | +41.1% | +42.7% |
| YTD | +197.5% | +60.6% | +136.9% | +120.9% |
| 1Y | +310.6% | +82.5% | +228.1% | +179.3% |
| 3Y | +1,657.2% | +265.0% | +1,392.2% | +714.5% |
| 5Y | +1,218.2% | +645.9% | +572.3% | +311.8% |
| All | +934.0% | +645.4% | +288.6% | +67.2% |
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