+4,404.4%
DELL vs TRGP
+863.3%
+3,541.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.5% | +12.1% |
| 7D | +8.2% | +0.1% | +8.2% | +8.2% |
| 30D | +17.1% | +8.0% | +9.1% | +14.3% |
| 3M | +45.2% | +8.3% | +36.9% | +41.2% |
| 6M | +286.8% | +23.9% | +262.9% | +259.5% |
| YTD | +354.8% | +59.6% | +295.1% | +293.1% |
| 1Y | +358.3% | +79.4% | +278.8% | +281.7% |
| 3Y | +724.9% | +269.4% | +455.5% | +471.3% |
| 5Y | +1,193.7% | +641.6% | +552.0% | +648.3% |
| All | +4,404.4% | +863.3% | +3,541.2% | +1,939.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling