+40.3%
BMY vs TRGP
+82.5%
-42.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -4.8% | +0.1% | -4.8% | -4.8% |
| 30D | -0.1% | +8.0% | -8.1% | -0.8% |
| 3M | +13.1% | +8.3% | +4.9% | +12.1% |
| 6M | +8.4% | +23.9% | -15.5% | +6.6% |
| YTD | +22.0% | +59.6% | -37.7% | +18.4% |
| 1Y | +40.3% | +79.4% | -39.1% | +32.7% |
| All | +40.3% | +82.5% | -42.2% | +32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling