+68.5%
LIN vs TRGP
+504.4%
-435.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.6% |
| 7D | +2.1% | +12.4% | -10.3% | -0.2% |
| 30D | +6.8% | +2.6% | +4.2% | +5.9% |
| 3M | +10.4% | +11.9% | -1.5% | +7.4% |
| 6M | +3.2% | +13.9% | -10.8% | -0.3% |
| YTD | +24.6% | +64.2% | -39.6% | +10.5% |
| 1Y | +24.4% | +78.5% | -54.1% | +8.1% |
| 3Y | +36.7% | +272.9% | -236.2% | -5.8% |
| All | +68.5% | +504.4% | -435.8% | +2.2% |
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