+931.4%
MAR vs TRGP
+2,231.3%
-1,299.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | -4.2% | +0.8% | -4.9% | -4.4% |
| 30D | -6.7% | +11.5% | -18.2% | -9.7% |
| 3M | -12.5% | +9.0% | -21.5% | -15.1% |
| 6M | +0.6% | +20.5% | -19.9% | -5.6% |
| YTD | +9.1% | +59.5% | -50.4% | -5.7% |
| 1Y | +26.2% | +77.9% | -51.7% | +5.2% |
| 3Y | +68.2% | +253.6% | -185.4% | +13.4% |
| 5Y | +163.9% | +615.5% | -451.6% | +43.9% |
| 10Y | +420.6% | +897.1% | -476.5% | +108.0% |
| All | +931.4% | +2,231.3% | -1,299.9% | +143.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling