+174.0%
GD vs TRGP
+762.8%
-588.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +1.0% |
| 7D | -1.9% | -5.8% | +3.9% | -0.8% |
| 30D | +10.9% | -1.5% | +12.4% | +11.1% |
| 3M | -6.8% | +6.1% | -12.9% | -8.0% |
| 6M | +7.0% | +14.4% | -7.4% | +3.8% |
| YTD | +11.1% | +55.3% | -44.2% | +1.5% |
| 1Y | +7.0% | +69.1% | -62.1% | -3.9% |
| 3Y | +59.9% | +254.3% | -194.4% | +22.9% |
| 5Y | +102.5% | +471.4% | -368.9% | +40.9% |
| 10Y | +174.0% | +773.0% | -599.0% | +65.3% |
| All | +174.0% | +762.8% | -588.7% | +65.3% |
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