+283.9%
RTX vs TRGP
+827.0%
-543.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 7D | -1.6% | -0.7% | -0.9% | -1.4% |
| 30D | -11.6% | +9.5% | -21.0% | -13.7% |
| 3M | +9.2% | +10.8% | -1.6% | +5.8% |
| 6M | -4.4% | +25.3% | -29.8% | -10.6% |
| YTD | +8.9% | +60.3% | -51.4% | -4.6% |
| 1Y | +32.1% | +84.6% | -52.4% | +11.2% |
| 3Y | +151.2% | +264.4% | -113.1% | +73.3% |
| 5Y | +162.9% | +636.6% | -473.7% | +48.4% |
| 10Y | +283.9% | +848.9% | -565.0% | +69.9% |
| All | +283.9% | +827.0% | -543.1% | +69.9% |
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 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