+3,476.8%
STX vs TRGP
+868.8%
+2,608.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.7% |
| 7D | +8.0% | -0.6% | +8.5% | +8.1% |
| 30D | +5.1% | +10.0% | -4.9% | +3.0% |
| 3M | +5.8% | +7.6% | -1.9% | +4.0% |
| 6M | +124.9% | +26.8% | +98.2% | +113.5% |
| YTD | +213.9% | +60.6% | +153.3% | +183.8% |
| 1Y | +350.4% | +82.5% | +267.9% | +295.2% |
| 3Y | +1,314.2% | +265.0% | +1,049.2% | +985.0% |
| 5Y | +1,092.8% | +645.9% | +446.9% | +704.3% |
| All | +3,476.8% | +868.8% | +2,608.0% | +2,220.6% |
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