+147.8%
GE vs TRGP
+868.8%
-720.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -2.8% | -0.6% | -2.2% | -2.6% |
| 30D | -11.9% | +10.0% | -21.9% | -14.5% |
| 3M | +1.8% | +7.6% | -5.8% | -1.0% |
| 6M | -0.6% | +26.8% | -27.4% | -8.7% |
| YTD | +5.5% | +60.6% | -55.0% | -10.0% |
| 1Y | +15.0% | +82.5% | -67.5% | -6.3% |
| 3Y | +269.5% | +265.0% | +4.5% | +141.1% |
| 5Y | +422.4% | +645.9% | -223.5% | +171.0% |
| All | +147.8% | +868.8% | -720.9% | +9.9% |
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