+7.7%
DG vs TRGP
+265.3%
-257.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.5% | -3.9% |
| 7D | -2.5% | -0.6% | -1.9% | -2.5% |
| 30D | +1.0% | +14.6% | -13.6% | +1.9% |
| 3M | +20.3% | +11.9% | +8.4% | +21.2% |
| 6M | -11.7% | +25.3% | -37.0% | -10.6% |
| YTD | -2.3% | +61.9% | -64.2% | -0.1% |
| 1Y | +20.0% | +87.3% | -67.3% | +23.7% |
| All | +7.7% | +265.3% | -257.6% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling