+569.6%
MA vs TRGP
+826.3%
-256.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.7% | -3.4% | -0.5% |
| 7D | -1.8% | +2.4% | -4.2% | -2.3% |
| 30D | +11.0% | +0.8% | +10.2% | +10.5% |
| 3M | +17.9% | +10.4% | +7.5% | +15.0% |
| 6M | +33.2% | +16.3% | +16.9% | +28.0% |
| YTD | +16.5% | +61.1% | -44.6% | +4.0% |
| 1Y | +19.1% | +71.6% | -52.5% | +4.8% |
| 3Y | +70.6% | +267.5% | -196.9% | +25.3% |
| 5Y | +92.1% | +488.1% | -396.0% | +26.0% |
| 10Y | +569.6% | +803.8% | -234.2% | +255.1% |
| All | +569.6% | +826.3% | -256.7% | +255.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling