+270.6%
C vs TRGP
+263.5%
+7.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.1% |
| 7D | +3.6% | +0.8% | +2.9% | +3.4% |
| 30D | +0.1% | +11.5% | -11.5% | -3.7% |
| 3M | +2.4% | +9.0% | -6.6% | -1.2% |
| 6M | +24.9% | +20.5% | +4.4% | +15.3% |
| YTD | +19.8% | +59.5% | -39.7% | -1.9% |
| 1Y | +44.9% | +77.9% | -33.0% | +12.5% |
| All | +270.6% | +263.5% | +7.1% | +120.8% |
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