+280.4%
EMR vs TRGP
+822.5%
-542.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +2.8% | +12.4% | -9.5% | -1.0% |
| 30D | +3.7% | +2.6% | +1.0% | +2.5% |
| 3M | +2.0% | +11.9% | -9.8% | -2.3% |
| 6M | +22.1% | +13.9% | +8.2% | +15.4% |
| YTD | +27.2% | +64.2% | -37.0% | +5.7% |
| 1Y | +32.0% | +78.5% | -46.5% | +6.5% |
| 3Y | +103.3% | +272.9% | -169.6% | +26.3% |
| 5Y | +88.2% | +510.7% | -422.5% | -2.5% |
| All | +280.4% | +822.5% | -542.1% | +37.9% |
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