+141.1%
BP vs TRGP
+639.4%
-498.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.3% |
| 7D | +4.0% | -0.7% | +4.7% | +4.4% |
| 30D | +7.8% | +9.5% | -1.6% | +2.5% |
| 3M | +8.4% | +10.8% | -2.4% | +2.3% |
| 6M | +15.1% | +25.3% | -10.3% | +1.6% |
| YTD | +36.4% | +60.3% | -23.8% | +5.5% |
| 1Y | +40.9% | +84.6% | -43.7% | +0.6% |
| 3Y | +38.8% | +264.4% | -225.5% | -37.5% |
| 5Y | +141.1% | +636.6% | -495.5% | -33.8% |
| All | +141.1% | +639.4% | -498.3% | -33.8% |
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 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