+545.0%
DLR vs TRGP
+2,265.4%
-1,720.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.5% |
| 7D | +3.4% | -0.6% | +4.0% | +3.5% |
| 30D | -2.2% | +14.6% | -16.8% | -3.5% |
| 3M | +4.7% | +11.9% | -7.2% | +3.4% |
| 6M | +9.0% | +25.3% | -16.3% | +6.4% |
| YTD | +24.1% | +61.9% | -37.7% | +18.1% |
| 1Y | +20.9% | +87.3% | -66.3% | +13.3% |
| 3Y | +60.0% | +268.0% | -208.0% | +41.0% |
| 5Y | +35.3% | +638.2% | -602.9% | +12.4% |
| 10Y | +165.8% | +821.9% | -656.2% | +108.5% |
| All | +545.0% | +2,265.4% | -1,720.3% | +265.0% |
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