+985.9%
RSG vs TRGP
+2,242.0%
-1,256.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.5% |
| 7D | 0.0% | -0.7% | +0.7% | +0.1% |
| 30D | +3.7% | +9.5% | -5.8% | +2.6% |
| 3M | +6.2% | +10.8% | -4.7% | +4.8% |
| 6M | -2.8% | +25.3% | -28.1% | -5.3% |
| YTD | +5.9% | +60.3% | -54.4% | +0.3% |
| 1Y | -1.8% | +84.6% | -86.3% | -8.5% |
| 3Y | +57.5% | +264.4% | -206.9% | +35.4% |
| 5Y | +91.1% | +636.6% | -545.5% | +51.3% |
| 10Y | +428.1% | +848.9% | -420.8% | +273.4% |
| All | +985.9% | +2,242.0% | -1,256.1% | +400.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling