+1,418.0%
QLD vs TRGP
+772.2%
+645.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.4% | +3.4% | +5.7% |
| 7D | -1.4% | -7.2% | +5.7% | +1.1% |
| 30D | -19.6% | -4.2% | -15.4% | -18.6% |
| 3M | -14.1% | +7.0% | -21.1% | -16.5% |
| 6M | -13.6% | +11.2% | -24.9% | -17.8% |
| YTD | +12.5% | +51.1% | -38.6% | -4.2% |
| 1Y | +13.1% | +62.0% | -48.9% | -6.2% |
| 3Y | +154.7% | +248.2% | -93.5% | +64.4% |
| 5Y | +81.1% | +432.4% | -351.3% | +2.6% |
| 10Y | +1,418.0% | +739.5% | +678.5% | +618.2% |
| All | +1,418.0% | +772.2% | +645.8% | +618.2% |
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 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