+208.2%
ROL vs TRGP
+827.0%
-618.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.1% |
| 7D | -3.3% | -0.7% | -2.6% | -3.2% |
| 30D | -7.2% | +9.5% | -16.7% | -8.0% |
| 3M | -27.0% | +10.8% | -37.8% | -27.7% |
| 6M | -39.5% | +25.3% | -64.8% | -40.8% |
| YTD | -41.8% | +60.3% | -102.1% | -44.3% |
| 1Y | -38.9% | +84.6% | -123.4% | -42.3% |
| 3Y | -0.4% | +264.4% | -264.7% | -12.0% |
| 5Y | -4.2% | +636.6% | -640.8% | -20.6% |
| 10Y | +208.2% | +848.9% | -640.7% | +142.7% |
| All | +208.2% | +827.0% | -618.8% | +142.7% |
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