+651.7%
FLEX vs TRGP
+826.3%
-174.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +2.5% |
| 7D | +2.2% | +2.4% | -0.1% | +1.6% |
| 30D | -32.6% | +0.8% | -33.5% | -32.7% |
| 3M | -35.5% | +10.4% | -45.8% | -37.8% |
| 6M | -45.6% | +16.3% | -61.8% | -48.9% |
| YTD | +30.7% | +61.1% | -30.4% | +8.3% |
| 1Y | +28.4% | +71.6% | -43.2% | +3.8% |
| 3Y | +301.7% | +267.5% | +34.2% | +147.8% |
| 5Y | +473.3% | +488.1% | -14.9% | +195.6% |
| 10Y | +651.7% | +803.8% | -152.0% | +165.0% |
| All | +651.7% | +826.3% | -174.5% | +165.0% |
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