+32.8%
NET vs TRGP
+80.7%
-47.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -2.1% |
| 7D | -7.0% | +0.8% | -7.8% | -6.9% |
| 30D | -4.8% | +11.5% | -16.3% | -4.1% |
| 3M | +3.8% | +9.0% | -5.2% | +4.5% |
| 6M | +50.0% | +20.5% | +29.5% | +53.0% |
| YTD | +41.5% | +59.5% | -18.1% | +46.5% |
| 1Y | +32.8% | +77.9% | -45.1% | +32.8% |
| All | +32.8% | +80.7% | -47.9% | +32.8% |
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