+1,383.2%
STX vs TRGP
+265.9%
+1,117.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.5% | +5.0% | +6.1% |
| 7D | +10.7% | -0.6% | +11.3% | +10.9% |
| 30D | +11.3% | +14.6% | -3.3% | +7.0% |
| 3M | +3.2% | +11.9% | -8.7% | -0.2% |
| 6M | +157.0% | +25.3% | +131.7% | +139.1% |
| YTD | +229.2% | +61.9% | +167.3% | +182.1% |
| 1Y | +381.8% | +87.3% | +294.6% | +289.6% |
| 3Y | +1,383.2% | +268.0% | +1,115.2% | +1,023.1% |
| All | +1,383.2% | +265.9% | +1,117.3% | +1,023.1% |
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