+149.4%
MAR vs TRGP
+628.1%
-478.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | -5.4% | +8.0% | -13.4% | -7.9% |
| 3M | -15.5% | +8.3% | -23.8% | -18.1% |
| 6M | +3.0% | +23.9% | -21.0% | -5.2% |
| YTD | +8.5% | +59.6% | -51.1% | -9.0% |
| 1Y | +26.0% | +79.4% | -53.5% | +0.5% |
| 3Y | +68.6% | +269.4% | -200.8% | -0.6% |
| All | +149.4% | +628.1% | -478.7% | +4.7% |
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