+14.5%
NET vs TRGP
+89.5%
-75.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +2.0% | -2.9% |
| 7D | -16.4% | -6.5% | -9.9% | -16.7% |
| 30D | -25.8% | -0.4% | -25.4% | -25.4% |
| 3M | -11.5% | +8.8% | -20.3% | -9.9% |
| 6M | +18.9% | +11.0% | +7.9% | +21.1% |
| YTD | +35.2% | +57.4% | -22.2% | +50.7% |
| 1Y | +14.5% | +87.9% | -73.4% | +28.0% |
| All | +14.5% | +89.5% | -75.1% | +28.0% |
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