+149.4%
EWT vs TRGP
+628.1%
-478.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.9% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | +4.5% | +8.0% | -3.6% | +2.6% |
| 3M | +8.3% | +8.3% | 0.0% | +6.0% |
| 6M | +54.2% | +23.9% | +30.3% | +45.6% |
| YTD | +74.6% | +59.6% | +14.9% | +54.7% |
| 1Y | +84.9% | +79.4% | +5.5% | +58.5% |
| 3Y | +197.5% | +269.4% | -71.9% | +107.8% |
| All | +149.4% | +628.1% | -478.6% | +46.5% |
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