+95.7%
QQQ vs TRGP
+628.1%
-532.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -0.6% | +0.1% | -0.6% | -0.6% |
| 30D | -1.2% | +8.0% | -9.3% | -3.3% |
| 3M | -0.2% | +8.3% | -8.5% | -2.7% |
| 6M | +17.9% | +23.9% | -6.0% | +10.3% |
| YTD | +16.6% | +59.6% | -43.0% | +1.2% |
| 1Y | +23.0% | +79.4% | -56.4% | +2.5% |
| 3Y | +92.9% | +269.4% | -176.5% | +27.9% |
| All | +95.7% | +628.1% | -532.4% | +7.2% |
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