+6.8%
NOW vs TRGP
+621.9%
-615.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.6% |
| 7D | -2.4% | +0.8% | -3.2% | -2.6% |
| 30D | +20.5% | +11.5% | +9.0% | +16.3% |
| 3M | +18.3% | +9.0% | +9.4% | +14.2% |
| 6M | +24.1% | +20.5% | +3.6% | +15.1% |
| YTD | -7.8% | +59.5% | -67.3% | -23.0% |
| 1Y | -21.4% | +77.9% | -99.3% | -37.5% |
| 3Y | +19.5% | +253.6% | -234.0% | -28.3% |
| All | +6.8% | +621.9% | -615.0% | -48.0% |
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 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