+1,683.3%
BE vs TRGP
+261.7%
+1,421.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.4% |
| 7D | +23.9% | -0.7% | +24.6% | +24.4% |
| 30D | +27.8% | +9.5% | +18.4% | +20.7% |
| 3M | +3.7% | +10.8% | -7.1% | -4.2% |
| 6M | +78.0% | +25.3% | +52.6% | +50.1% |
| YTD | +209.9% | +60.3% | +149.6% | +120.1% |
| 1Y | +389.6% | +84.6% | +305.0% | +209.1% |
| All | +1,683.3% | +261.7% | +1,421.6% | +568.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling