+294.7%
C vs TRGP
+827.0%
-532.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.1% |
| 7D | +2.6% | -0.7% | +3.3% | +2.8% |
| 30D | +1.9% | +9.5% | -7.5% | -1.7% |
| 3M | +2.8% | +10.8% | -8.0% | -1.9% |
| 6M | +30.6% | +25.3% | +5.2% | +18.4% |
| YTD | +19.9% | +60.3% | -40.4% | -1.1% |
| 1Y | +44.6% | +84.6% | -40.0% | +12.6% |
| 3Y | +272.1% | +264.4% | +7.8% | +122.6% |
| 5Y | +132.0% | +636.6% | -504.6% | +4.9% |
| 10Y | +294.7% | +848.9% | -554.3% | +32.7% |
| All | +294.7% | +827.0% | -532.3% | +32.7% |
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