+152.0%
GE vs TRGP
+822.5%
-670.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | +2.7% | +12.4% | -9.7% | -0.8% |
| 30D | +8.1% | +2.6% | +5.5% | +6.8% |
| 3M | -7.9% | +11.9% | -19.7% | -11.4% |
| 6M | +12.9% | +13.9% | -1.0% | +7.1% |
| YTD | +8.2% | +64.2% | -56.0% | -9.0% |
| 1Y | +9.7% | +78.5% | -68.8% | -10.2% |
| 3Y | +266.1% | +272.9% | -6.8% | +136.0% |
| 5Y | +407.4% | +510.7% | -103.3% | +176.2% |
| All | +152.0% | +822.5% | -670.5% | +11.9% |
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