+138.3%
GOOGL vs TRGP
+627.0%
-488.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -2.8% | -0.6% | -2.3% | -2.7% |
| 30D | -3.2% | +10.0% | -13.2% | -5.0% |
| 3M | -6.6% | +7.6% | -14.2% | -8.3% |
| 6M | +8.5% | +26.8% | -18.3% | +2.6% |
| YTD | +6.5% | +60.6% | -54.1% | -4.4% |
| 1Y | +39.4% | +82.5% | -43.1% | +21.1% |
| 3Y | +146.2% | +265.0% | -118.8% | +75.8% |
| 5Y | +138.3% | +645.9% | -507.5% | +39.1% |
| All | +138.3% | +627.0% | -488.7% | +39.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling