+1,227.8%
BE vs TRGP
+639.4%
+588.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.3% |
| 7D | +23.9% | -0.7% | +24.6% | +24.5% |
| 30D | +27.8% | +9.5% | +18.4% | +19.6% |
| 3M | +3.7% | +10.8% | -7.1% | -5.3% |
| 6M | +78.0% | +25.3% | +52.6% | +47.8% |
| YTD | +209.9% | +60.3% | +149.6% | +116.2% |
| 1Y | +389.6% | +84.6% | +305.0% | +203.4% |
| 3Y | +1,730.6% | +264.4% | +1,466.2% | +596.7% |
| 5Y | +1,227.8% | +636.6% | +591.2% | +233.2% |
| All | +1,227.8% | +639.4% | +588.4% | +233.2% |
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 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