-84.2%
OPEN vs TRGP
+639.4%
-723.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.8% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | -13.8% | +9.5% | -23.2% | -18.0% |
| 3M | -30.9% | +10.8% | -41.7% | -35.7% |
| 6M | -40.9% | +25.3% | -66.3% | -49.2% |
| YTD | -48.5% | +60.3% | -108.8% | -61.6% |
| 1Y | -50.9% | +84.6% | -135.5% | -66.6% |
| 3Y | -20.6% | +264.4% | -285.0% | -70.7% |
| 5Y | -84.2% | +636.6% | -720.7% | -95.4% |
| All | -84.2% | +639.4% | -723.6% | -95.4% |
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 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