+54.7%
MMM vs TRGP
+827.0%
-772.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.7% |
| 7D | -2.6% | -0.7% | -1.9% | -2.5% |
| 30D | -9.3% | +9.5% | -18.7% | -10.6% |
| 3M | +5.6% | +10.8% | -5.2% | +3.6% |
| 6M | +9.5% | +25.3% | -15.9% | +5.1% |
| YTD | +4.1% | +60.3% | -56.1% | -4.0% |
| 1Y | +9.4% | +84.6% | -75.2% | -1.6% |
| 3Y | +101.0% | +264.4% | -163.4% | +62.7% |
| 5Y | +26.1% | +636.6% | -610.5% | -8.3% |
| 10Y | +54.7% | +848.9% | -794.2% | +1.7% |
| All | +54.7% | +827.0% | -772.3% | +1.7% |
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 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