+13.1%
GSK vs TRGP
+89.5%
-76.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.5% | +9.6% | +4.7% |
| 7D | +4.9% | -6.5% | +11.4% | +4.5% |
| 30D | +9.9% | -0.4% | +10.3% | +9.8% |
| 3M | +0.2% | +8.8% | -8.6% | +0.5% |
| 6M | +2.3% | +11.0% | -8.7% | +2.7% |
| YTD | +7.1% | +57.4% | -50.3% | +10.8% |
| 1Y | +13.1% | +87.9% | -74.7% | +19.0% |
| All | +13.1% | +89.5% | -76.4% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling