-23.1%
EXE vs TRGP
+76.5%
-99.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +5.3% | +12.4% | -7.0% | +0.9% |
| 30D | -2.2% | +2.6% | -4.8% | -3.5% |
| 3M | -5.9% | +11.9% | -17.7% | -10.4% |
| 6M | -5.7% | +13.9% | -19.6% | -11.2% |
| YTD | -17.8% | +64.2% | -82.0% | -34.5% |
| 1Y | -23.1% | +78.5% | -101.6% | -41.5% |
| All | -23.1% | +76.5% | -99.6% | -41.5% |
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