+25.3%
DG vs TRGP
+80.7%
-55.4%
-34.6%
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 | +8.4% | +0.8% | +7.6% | +8.4% |
| 30D | +4.9% | +11.5% | -6.6% | +5.6% |
| 3M | +29.3% | +9.0% | +20.3% | +29.7% |
| 6M | -11.3% | +20.5% | -31.8% | -11.3% |
| YTD | +1.8% | +59.5% | -57.8% | -2.1% |
| 1Y | +25.3% | +77.9% | -52.6% | +18.8% |
| All | +25.3% | +80.7% | -55.4% | +18.8% |
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 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