+309.7%
SN vs TRGP
+282.4%
+27.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.0% |
| 7D | -3.4% | -0.7% | -2.7% | -3.1% |
| 30D | -9.1% | +9.5% | -18.5% | -12.2% |
| 3M | +31.8% | +10.8% | +21.0% | +25.4% |
| 6M | +52.0% | +25.3% | +26.7% | +35.3% |
| YTD | +51.3% | +60.3% | -9.0% | +18.3% |
| 1Y | +46.9% | +84.6% | -37.7% | +5.6% |
| 3Y | +394.9% | +264.4% | +130.6% | +201.3% |
| All | +309.7% | +282.4% | +27.2% | +157.2% |
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 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