+169.7%
EXE vs TRGP
+969.4%
-799.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -0.9% | +8.0% | -8.9% | -5.5% |
| 3M | +9.6% | +8.3% | +1.3% | +3.9% |
| 6M | -11.6% | +23.9% | -35.5% | -22.9% |
| YTD | -12.6% | +59.6% | -72.2% | -34.7% |
| 1Y | +1.2% | +79.4% | -78.3% | -29.8% |
| 3Y | +18.0% | +269.4% | -251.4% | -52.2% |
| 5Y | +101.1% | +641.6% | -540.5% | -44.9% |
| All | +169.7% | +969.4% | -799.7% | -35.3% |
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