+790.0%
NOW vs TRGP
+843.4%
-53.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.5% | -6.5% | -5.2% |
| 7D | -6.1% | -0.6% | -5.5% | -6.0% |
| 30D | +7.5% | +14.6% | -7.1% | +4.9% |
| 3M | +17.5% | +11.9% | +5.6% | +14.7% |
| 6M | +7.9% | +25.3% | -17.3% | +3.0% |
| YTD | -12.4% | +61.9% | -74.3% | -20.4% |
| 1Y | -28.6% | +87.3% | -115.8% | -37.0% |
| 3Y | +11.8% | +268.0% | -256.2% | -12.6% |
| 5Y | +2.6% | +638.2% | -635.6% | -28.0% |
| 10Y | +790.0% | +821.9% | -31.9% | +485.4% |
| All | +790.0% | +843.4% | -53.4% | +485.4% |
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