+32.8%
BROS vs TRGP
+274.3%
-241.5%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.1% | +6.4% |
| 7D | +6.3% | +12.4% | -6.1% | +2.3% |
| 30D | -8.3% | +2.6% | -11.0% | -9.3% |
| 3M | -29.8% | +11.9% | -41.6% | -32.7% |
| 6M | -25.8% | +13.9% | -39.7% | -30.4% |
| YTD | -41.4% | +64.2% | -105.5% | -54.6% |
| 1Y | -35.2% | +78.5% | -113.7% | -52.2% |
| 3Y | +32.8% | +272.9% | -240.1% | -15.9% |
| All | +32.8% | +274.3% | -241.5% | -15.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling