+273.7%
RMD vs TRGP
+868.8%
-595.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -4.2% | -0.6% | -3.6% | -4.1% |
| 30D | -2.1% | +10.0% | -12.0% | -3.0% |
| 3M | +13.8% | +7.6% | +6.2% | +12.8% |
| 6M | -10.6% | +26.8% | -37.4% | -12.9% |
| YTD | -8.1% | +60.6% | -68.6% | -12.5% |
| 1Y | -18.0% | +82.5% | -100.4% | -22.9% |
| 3Y | +52.9% | +265.0% | -212.2% | +34.6% |
| 5Y | -22.3% | +645.9% | -668.2% | -35.3% |
| All | +273.7% | +868.8% | -595.1% | +226.0% |
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