+1,055.3%
DELL vs TRGP
+627.0%
+428.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -1.9% | -0.6% | -1.3% | -1.7% |
| 30D | +14.9% | +10.0% | +4.9% | +9.8% |
| 3M | +37.2% | +7.6% | +29.6% | +31.7% |
| 6M | +254.0% | +26.8% | +227.2% | +210.4% |
| YTD | +306.1% | +60.6% | +245.6% | +217.0% |
| 1Y | +312.3% | +82.5% | +229.8% | +199.7% |
| 3Y | +654.0% | +265.0% | +389.0% | +313.7% |
| 5Y | +1,055.3% | +645.9% | +409.4% | +362.8% |
| All | +1,055.3% | +627.0% | +428.3% | +362.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling