+56.8%
RGTI vs TRGP
+628.1%
-571.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +0.5% | +0.1% | +0.4% | +0.5% |
| 30D | -17.1% | +8.0% | -25.1% | -20.4% |
| 3M | -26.0% | +8.3% | -34.2% | -30.0% |
| 6M | -9.9% | +23.9% | -33.8% | -21.0% |
| YTD | -31.1% | +59.6% | -90.7% | -47.5% |
| 1Y | -8.5% | +79.4% | -87.9% | -35.0% |
| 3Y | +652.2% | +269.4% | +382.8% | +216.3% |
| All | +56.8% | +628.1% | -571.3% | -40.9% |
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