+128.5%
EEM vs TRGP
+863.3%
-734.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.3% |
| 7D | -1.3% | +0.1% | -1.3% | -1.3% |
| 30D | +2.1% | +8.0% | -6.0% | +0.7% |
| 3M | +1.0% | +8.3% | -7.2% | -0.6% |
| 6M | +15.9% | +23.9% | -8.0% | +11.1% |
| YTD | +24.6% | +59.6% | -35.0% | +14.3% |
| 1Y | +32.3% | +79.4% | -47.2% | +18.6% |
| 3Y | +85.9% | +269.4% | -183.5% | +45.3% |
| 5Y | +45.4% | +641.6% | -596.3% | 0.0% |
| All | +128.5% | +863.3% | -734.7% | +34.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling