+319.1%
DELL vs TRGP
+80.7%
+238.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.4% |
| 7D | +14.9% | +0.8% | +14.1% | +14.9% |
| 30D | +13.3% | +11.5% | +1.8% | +13.3% |
| 3M | +24.4% | +9.0% | +15.4% | +24.7% |
| 6M | +258.0% | +20.5% | +237.5% | +249.5% |
| YTD | +320.2% | +59.5% | +260.7% | +279.3% |
| 1Y | +319.1% | +77.9% | +241.1% | +274.6% |
| All | +319.1% | +80.7% | +238.4% | +274.6% |
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 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