-94.7%
OPEN vs TRGP
+500.4%
-595.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.5% | -11.1% | -10.2% |
| 7D | -31.0% | +9.0% | -40.0% | -33.4% |
| 30D | -41.5% | +1.5% | -43.0% | -42.4% |
| 3M | -64.6% | +10.7% | -75.3% | -66.9% |
| 6M | -73.8% | +17.1% | -90.9% | -76.6% |
| YTD | -78.8% | +63.6% | -142.4% | -84.5% |
| 1Y | -86.8% | +77.0% | -163.8% | -90.8% |
| 3Y | -40.6% | +273.2% | -313.8% | -78.9% |
| 5Y | -94.7% | +508.6% | -603.3% | -98.6% |
| All | -94.7% | +500.4% | -595.1% | -98.6% |
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