-22.9%
SPOT vs TRGP
+80.7%
-103.6%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.2% |
| 7D | -0.9% | +0.8% | -1.7% | -0.9% |
| 30D | +12.5% | +11.5% | +1.0% | +13.3% |
| 3M | +9.9% | +9.0% | +0.9% | +10.3% |
| 6M | +1.6% | +20.5% | -18.9% | +3.4% |
| YTD | -6.6% | +59.5% | -66.1% | -2.4% |
| 1Y | -22.9% | +77.9% | -100.8% | -18.8% |
| All | -22.9% | +80.7% | -103.6% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling