+208.8%
C vs TRGP
+762.8%
-554.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.8% |
| 7D | -0.4% | -5.8% | +5.4% | +1.7% |
| 30D | -5.2% | -1.5% | -3.7% | -5.0% |
| 3M | -9.1% | +6.1% | -15.2% | -11.7% |
| 6M | -1.6% | +14.4% | -15.9% | -7.8% |
| YTD | +6.9% | +55.3% | -48.4% | -11.2% |
| 1Y | +23.0% | +69.1% | -46.2% | -1.3% |
| 3Y | +216.1% | +254.3% | -38.1% | +89.9% |
| 5Y | +112.2% | +471.4% | -359.2% | +4.5% |
| 10Y | +208.8% | +773.0% | -564.2% | +5.0% |
| All | +208.8% | +762.8% | -554.0% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling