+21.2%
EXE vs TRGP
+274.3%
-253.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +5.3% | +12.4% | -7.0% | +0.3% |
| 30D | -2.2% | +2.6% | -4.8% | -3.6% |
| 3M | -5.9% | +11.9% | -17.7% | -10.8% |
| 6M | -5.7% | +13.9% | -19.6% | -11.6% |
| YTD | -17.8% | +64.2% | -82.0% | -34.8% |
| 1Y | -23.1% | +78.5% | -101.6% | -41.3% |
| 3Y | +21.2% | +272.9% | -251.7% | -43.2% |
| All | +21.2% | +274.3% | -253.1% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling