+534.5%
MPC vs TRGP
+415.2%
+119.3%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | +0.4% |
| 7D | -16.2% | -16.0% | -0.2% | -6.7% |
| 30D | -15.7% | -6.4% | -9.3% | -12.3% |
| 3M | +24.9% | -1.0% | +25.9% | +25.1% |
| 6M | +52.7% | +7.0% | +45.7% | +45.1% |
| YTD | +131.9% | +46.1% | +85.7% | +81.9% |
| 1Y | +96.6% | +58.7% | +38.0% | +46.3% |
| 3Y | +163.8% | +221.9% | -58.1% | +17.2% |
| All | +534.5% | +415.2% | +119.3% | +91.6% |
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 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