+143.3%
DELL vs TRGP
+89.5%
+53.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.5% | -4.3% | -9.0% |
| 7D | -24.6% | -6.5% | -18.1% | -24.7% |
| 30D | -32.5% | -0.4% | -32.0% | -31.9% |
| 3M | -20.2% | +8.8% | -29.0% | -18.4% |
| 6M | +76.5% | +11.0% | +65.5% | +82.2% |
| YTD | +198.9% | +57.4% | +141.5% | +185.7% |
| 1Y | +143.3% | +87.9% | +55.5% | +131.4% |
| All | +143.3% | +89.5% | +53.8% | +131.4% |
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