+44.7%
IBKR vs TRGP
+80.7%
-36.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.5% |
| 7D | -3.3% | +0.8% | -4.0% | -3.2% |
| 30D | +4.5% | +11.5% | -7.0% | +5.0% |
| 3M | +6.5% | +9.0% | -2.5% | +6.8% |
| 6M | +34.2% | +20.5% | +13.7% | +32.7% |
| YTD | +44.5% | +59.5% | -15.1% | +33.6% |
| 1Y | +44.7% | +77.9% | -33.2% | +30.0% |
| All | +44.7% | +80.7% | -36.0% | +30.0% |
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