+156.4%
EXPE vs TRGP
+868.8%
-712.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -8.7% | -0.6% | -8.1% | -8.5% |
| 30D | -13.6% | +10.0% | -23.6% | -16.4% |
| 3M | +26.6% | +7.6% | +19.0% | +22.5% |
| 6M | +19.9% | +26.8% | -6.8% | +9.2% |
| YTD | -1.7% | +60.6% | -62.3% | -17.7% |
| 1Y | +29.4% | +82.5% | -53.0% | +3.3% |
| 3Y | +155.7% | +265.0% | -109.4% | +61.2% |
| 5Y | +93.1% | +645.9% | -552.8% | -4.2% |
| All | +156.4% | +868.8% | -712.4% | -9.6% |
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