+263.2%
C vs TRGP
+2,108.2%
-1,845.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.4% | -1.0% | +1.3% |
| 7D | -0.9% | -7.2% | +6.2% | +1.5% |
| 30D | -5.4% | -4.2% | -1.2% | -4.4% |
| 3M | -9.2% | +7.0% | -16.1% | -11.8% |
| 6M | -1.8% | +11.2% | -13.1% | -6.6% |
| YTD | +6.7% | +51.1% | -44.4% | -9.0% |
| 1Y | +23.5% | +62.0% | -38.5% | +2.7% |
| 3Y | +219.8% | +248.2% | -28.4% | +103.2% |
| 5Y | +112.4% | +432.4% | -320.0% | +14.9% |
| 10Y | +220.1% | +739.5% | -519.4% | +20.8% |
| All | +263.2% | +2,108.2% | -1,845.0% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling