+659.0%
P vs TRGP
+739.2%
-80.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.4% | +2.9% | +5.2% |
| 7D | -9.6% | -7.2% | -2.5% | -7.2% |
| 30D | -33.4% | -4.2% | -29.3% | -32.3% |
| 3M | +14.2% | +7.0% | +7.3% | +12.2% |
| 6M | +31.6% | +11.2% | +20.3% | +27.1% |
| YTD | +53.5% | +51.1% | +2.4% | +34.2% |
| 1Y | +14.2% | +62.0% | -47.8% | -2.9% |
| 3Y | +190.5% | +248.2% | -57.7% | +94.7% |
| 5Y | +256.3% | +432.4% | -176.0% | +106.3% |
| All | +659.0% | +739.2% | -80.2% | +206.1% |
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