+109.4%
BP vs TRGP
+495.9%
-386.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | -0.5% |
| 7D | -0.8% | +2.4% | -3.1% | -2.2% |
| 30D | -3.1% | +0.8% | -4.0% | -3.7% |
| 3M | +6.2% | +10.4% | -4.2% | +0.2% |
| 6M | +4.8% | +16.3% | -11.5% | -3.8% |
| YTD | +35.2% | +61.1% | -26.0% | +4.2% |
| 1Y | +27.4% | +71.6% | -44.2% | -5.1% |
| 3Y | +49.8% | +267.5% | -217.7% | -32.6% |
| 5Y | +109.4% | +488.1% | -378.8% | -34.3% |
| All | +109.4% | +495.9% | -386.5% | -34.3% |
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