+155.4%
P vs TRGP
+263.5%
-108.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.8% |
| 7D | +6.5% | +0.8% | +5.8% | +6.2% |
| 30D | +18.8% | +11.5% | +7.3% | +14.3% |
| 3M | +26.7% | +9.0% | +17.8% | +22.2% |
| 6M | +62.2% | +20.5% | +41.7% | +49.7% |
| YTD | +48.5% | +59.5% | -11.0% | +21.9% |
| 1Y | +26.4% | +77.9% | -51.5% | -2.7% |
| All | +155.4% | +263.5% | -108.1% | +62.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling