+532.2%
BE vs TRGP
+504.4%
+27.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.3% | -5.1% |
| 7D | +10.8% | +12.4% | -1.6% | +3.5% |
| 30D | -19.8% | +2.6% | -22.4% | -21.1% |
| 3M | -18.7% | +11.9% | -30.6% | -25.5% |
| 6M | -33.7% | +13.9% | -47.7% | -41.1% |
| YTD | +121.0% | +64.2% | +56.8% | +50.4% |
| 1Y | +85.4% | +78.5% | +6.9% | +18.7% |
| 3Y | +1,709.5% | +272.9% | +1,436.6% | +565.4% |
| All | +532.2% | +504.4% | +27.8% | +55.4% |
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