+58.6%
MAS vs TRGP
+218.9%
-160.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.7% | -1.7% |
| 7D | +2.0% | -16.0% | +18.0% | +3.3% |
| 30D | +19.4% | -6.4% | +25.8% | +19.7% |
| 3M | +9.4% | -1.0% | +10.4% | +8.8% |
| 6M | +15.3% | +7.0% | +8.4% | +12.4% |
| YTD | +31.3% | +46.1% | -14.8% | +18.7% |
| 1Y | +34.9% | +58.7% | -23.8% | +19.4% |
| 3Y | +58.6% | +221.9% | -163.3% | +23.4% |
| All | +58.6% | +218.9% | -160.3% | +23.4% |
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