+196.3%
SE vs TRGP
+265.9%
-69.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +0.8% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | -0.1% | +14.6% | -14.7% | -3.2% |
| 3M | +34.1% | +11.9% | +22.2% | +29.4% |
| 6M | +23.2% | +25.3% | -2.1% | +13.7% |
| YTD | -11.2% | +61.9% | -73.0% | -26.3% |
| 1Y | -40.5% | +87.3% | -127.8% | -54.3% |
| 3Y | +196.3% | +268.0% | -71.7% | +91.9% |
| All | +196.3% | +265.9% | -69.6% | +91.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling