+696.9%
P vs TRGP
+827.0%
-130.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.7% |
| 7D | +5.0% | -0.7% | +5.7% | +5.2% |
| 30D | -0.9% | +9.5% | -10.4% | -3.7% |
| 3M | +38.7% | +10.8% | +27.8% | +33.8% |
| 6M | +54.4% | +25.3% | +29.0% | +42.9% |
| YTD | +44.8% | +60.3% | -15.4% | +24.1% |
| 1Y | +22.5% | +84.6% | -62.0% | -0.6% |
| 3Y | +148.2% | +264.4% | -116.1% | +63.4% |
| 5Y | +268.9% | +636.6% | -367.7% | +93.7% |
| 10Y | +696.9% | +848.9% | -152.0% | +219.3% |
| All | +696.9% | +827.0% | -130.1% | +219.3% |
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