+65.9%
BLK vs TRGP
+260.3%
-194.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.7% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -6.5% | +8.0% | -14.6% | -8.3% |
| 3M | +6.7% | +8.3% | -1.5% | +4.3% |
| 6M | +14.7% | +23.9% | -9.2% | +7.5% |
| YTD | +2.5% | +59.6% | -57.1% | -11.2% |
| 1Y | -2.8% | +79.4% | -82.2% | -19.1% |
| 3Y | +65.9% | +269.4% | -203.6% | +14.8% |
| All | +65.9% | +260.3% | -194.5% | +14.8% |
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