-18.9%
EXE vs TRGP
+89.5%
-108.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.5% | +1.6% | -1.3% |
| 7D | -4.7% | -6.5% | +1.8% | -2.6% |
| 30D | +1.0% | -0.4% | +1.5% | +0.8% |
| 3M | -5.6% | +8.8% | -14.4% | -9.1% |
| 6M | -12.3% | +11.0% | -23.3% | -16.3% |
| YTD | -19.5% | +57.4% | -76.9% | -32.5% |
| 1Y | -18.9% | +87.9% | -106.7% | -35.5% |
| All | -18.9% | +89.5% | -108.4% | -35.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling