+4,770.1%
DELL vs TRGP
+942.4%
+3,827.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.5% |
| 7D | +25.6% | -0.6% | +26.2% | +25.8% |
| 30D | +17.7% | +14.6% | +3.1% | +13.0% |
| 3M | +33.4% | +11.9% | +21.5% | +28.5% |
| 6M | +266.2% | +25.3% | +240.9% | +239.3% |
| YTD | +328.0% | +61.9% | +266.1% | +268.4% |
| 1Y | +339.6% | +87.3% | +252.3% | +261.4% |
| 3Y | +694.6% | +268.0% | +426.6% | +449.6% |
| 5Y | +1,122.0% | +638.2% | +483.8% | +604.9% |
| 10Y | +4,062.5% | +821.9% | +3,240.5% | +1,750.6% |
| All | +4,770.1% | +942.4% | +3,827.7% | +1,920.0% |
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