+92.3%
ROIV vs TRGP
+76.5%
+15.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.2% |
| 7D | +1.7% | +12.4% | -10.7% | +1.5% |
| 30D | +17.6% | +2.6% | +15.0% | +17.6% |
| 3M | +9.0% | +11.9% | -2.9% | +9.1% |
| 6M | +35.3% | +13.9% | +21.4% | +34.8% |
| YTD | +82.2% | +64.2% | +18.0% | +68.8% |
| 1Y | +92.3% | +78.5% | +13.8% | +79.2% |
| All | +92.3% | +76.5% | +15.8% | +79.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling