+207.0%
C vs TRGP
+822.5%
-615.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.2% |
| 7D | +4.2% | +12.4% | -8.2% | -0.2% |
| 30D | +2.0% | +2.6% | -0.6% | +0.6% |
| 3M | -10.1% | +11.9% | -22.0% | -14.4% |
| 6M | +1.0% | +13.9% | -12.9% | -5.2% |
| YTD | +8.5% | +64.2% | -55.7% | -11.8% |
| 1Y | +25.7% | +78.5% | -52.8% | -1.0% |
| 3Y | +216.0% | +272.9% | -56.9% | +86.4% |
| 5Y | +112.3% | +510.7% | -398.4% | +2.1% |
| All | +207.0% | +822.5% | -615.4% | +2.6% |
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