+183.1%
STT vs TRGP
+274.3%
-91.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.2% |
| 7D | +4.8% | +12.4% | -7.6% | +1.7% |
| 30D | +3.9% | +2.6% | +1.3% | +2.9% |
| 3M | -8.2% | +11.9% | -20.0% | -11.3% |
| 6M | +15.6% | +13.9% | +1.7% | +10.5% |
| YTD | +37.6% | +64.2% | -26.6% | +16.1% |
| 1Y | +50.1% | +78.5% | -28.4% | +22.9% |
| 3Y | +183.1% | +272.9% | -89.9% | +88.5% |
| All | +183.1% | +274.3% | -91.2% | +88.5% |
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