+22.7%
C vs TRGP
+60.7%
-38.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -1.0% | +2.6% |
| 7D | -0.9% | -7.2% | +6.2% | -1.4% |
| 30D | -5.4% | -4.2% | -1.2% | -5.6% |
| 3M | -9.2% | +7.0% | -16.1% | -8.7% |
| 6M | -1.8% | +11.2% | -13.1% | -2.0% |
| YTD | +6.7% | +51.1% | -44.4% | +2.0% |
| All | +22.7% | +60.7% | -38.1% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling