+238.6%
P vs TRGP
+415.2%
-176.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.7% | +6.2% | +4.6% |
| 7D | -23.8% | -16.0% | -7.8% | -18.1% |
| 30D | -36.6% | -6.4% | -30.2% | -34.6% |
| 3M | +10.9% | -1.0% | +11.8% | +11.7% |
| 6M | +30.0% | +7.0% | +23.0% | +26.4% |
| YTD | +44.4% | +46.1% | -1.7% | +23.2% |
| 1Y | +3.9% | +58.7% | -54.8% | -14.9% |
| 3Y | +176.6% | +221.9% | -45.3% | +71.6% |
| All | +238.6% | +415.2% | -176.5% | +69.2% |
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