+30.0%
LIN vs TRGP
+252.7%
-222.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -2.1% | +0.8% | -2.9% | -2.2% |
| 30D | -2.4% | +11.5% | -13.9% | -3.7% |
| 3M | -5.6% | +9.0% | -14.6% | -6.7% |
| 6M | -3.4% | +20.5% | -23.9% | -5.9% |
| YTD | +13.1% | +59.5% | -46.4% | +5.8% |
| 1Y | +2.5% | +77.9% | -75.4% | -5.9% |
| All | +30.0% | +252.7% | -222.6% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling