+33.0%
BLK vs TRGP
+628.1%
-595.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -6.5% | +8.0% | -14.6% | -8.9% |
| 3M | +6.7% | +8.3% | -1.5% | +3.4% |
| 6M | +14.7% | +23.9% | -9.2% | +5.6% |
| YTD | +2.5% | +59.6% | -57.1% | -13.9% |
| 1Y | -2.8% | +79.4% | -82.2% | -22.1% |
| 3Y | +65.9% | +269.4% | -203.6% | -1.1% |
| All | +33.0% | +628.1% | -595.1% | -40.1% |
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