+397.5%
DG vs TRGP
+2,299.4%
-1,901.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.4% |
| 7D | +0.3% | +12.4% | -12.1% | -0.2% |
| 30D | +3.2% | +2.6% | +0.6% | +3.0% |
| 3M | +10.4% | +11.9% | -1.4% | +9.8% |
| 6M | +33.2% | +13.9% | +19.3% | +32.1% |
| YTD | +3.0% | +64.2% | -61.2% | +0.4% |
| 1Y | +31.2% | +78.5% | -47.3% | +27.4% |
| 3Y | +21.8% | +272.9% | -251.1% | +12.9% |
| 5Y | -35.0% | +510.7% | -545.7% | -41.4% |
| 10Y | +106.0% | +821.0% | -714.9% | +78.9% |
| All | +397.5% | +2,299.4% | -1,901.9% | +259.3% |
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 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