+151.1%
ETR vs TRGP
+504.4%
-353.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.2% |
| 7D | +1.2% | +12.4% | -11.2% | -1.4% |
| 30D | +7.0% | +2.6% | +4.4% | +6.1% |
| 3M | +4.6% | +11.9% | -7.3% | +1.6% |
| 6M | +0.1% | +13.9% | -13.8% | -3.4% |
| YTD | +23.2% | +64.2% | -41.0% | +9.0% |
| 1Y | +20.6% | +78.5% | -57.9% | +4.6% |
| 3Y | +156.3% | +272.9% | -116.6% | +86.0% |
| All | +151.1% | +504.4% | -353.2% | +66.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling