+153.8%
BP vs TRGP
+2,299.4%
-2,145.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | +2.6% | +12.4% | -9.7% | -1.6% |
| 30D | -6.4% | +2.6% | -9.0% | -7.3% |
| 3M | +8.0% | +11.9% | -3.8% | +3.5% |
| 6M | +6.0% | +13.9% | -7.9% | +1.0% |
| YTD | +36.5% | +64.2% | -27.7% | +14.0% |
| 1Y | +31.7% | +78.5% | -46.8% | +6.8% |
| 3Y | +48.6% | +272.9% | -224.3% | -8.7% |
| 5Y | +111.7% | +510.7% | -399.1% | +9.4% |
| 10Y | +138.0% | +821.0% | -683.0% | -11.0% |
| All | +153.8% | +2,299.4% | -2,145.6% | -42.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling