+3,759.0%
FIX vs TRGP
+826.3%
+2,932.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.7% | +1.3% | +4.0% |
| 7D | +6.4% | +2.4% | +4.1% | +5.9% |
| 30D | -29.1% | +0.8% | -29.9% | -29.2% |
| 3M | -31.1% | +10.4% | -41.5% | -33.1% |
| 6M | -42.8% | +16.3% | -59.1% | -45.5% |
| YTD | +24.6% | +61.1% | -36.5% | +8.1% |
| 1Y | +21.9% | +71.6% | -49.7% | +3.7% |
| 3Y | +524.9% | +267.5% | +257.5% | +339.5% |
| 5Y | +1,092.2% | +488.1% | +604.1% | +635.5% |
| 10Y | +3,759.0% | +803.8% | +2,955.3% | +1,833.4% |
| All | +3,759.0% | +826.3% | +2,932.7% | +1,833.4% |
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