+8.2%
MDB vs TRGP
+84.4%
-76.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.4% |
| 7D | -4.5% | -0.7% | -3.8% | -4.7% |
| 30D | -14.0% | +9.5% | -23.4% | -11.3% |
| 3M | +5.3% | +10.8% | -5.5% | +9.1% |
| 6M | +31.9% | +25.3% | +6.5% | +43.5% |
| YTD | -14.6% | +60.3% | -74.9% | +0.1% |
| 1Y | +8.2% | +84.6% | -76.3% | +25.6% |
| All | +8.2% | +84.4% | -76.1% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling