-74.1%
OPEN vs TRGP
+1,479.6%
-1,553.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.7% |
| 7D | -10.5% | -0.6% | -10.0% | -10.4% |
| 30D | -21.8% | +10.0% | -31.8% | -24.6% |
| 3M | -37.5% | +7.6% | -45.1% | -39.9% |
| 6M | -44.1% | +26.8% | -70.9% | -49.8% |
| YTD | -52.0% | +60.6% | -112.5% | -60.6% |
| 1Y | -52.2% | +82.5% | -134.7% | -63.0% |
| 3Y | -25.9% | +265.0% | -290.9% | -58.8% |
| 5Y | -85.1% | +645.9% | -731.0% | -92.7% |
| All | -74.1% | +1,479.6% | -1,553.7% | -87.5% |
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