+1,077.4%
STX vs TRGP
+639.4%
+438.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.1% | -1.7% |
| 7D | +9.6% | -0.7% | +10.3% | +9.8% |
| 30D | +10.6% | +9.5% | +1.1% | +7.0% |
| 3M | +4.8% | +10.8% | -6.0% | +0.8% |
| 6M | +137.3% | +25.3% | +111.9% | +117.3% |
| YTD | +222.5% | +60.3% | +162.2% | +169.7% |
| 1Y | +366.2% | +84.6% | +281.7% | +266.6% |
| 3Y | +1,352.9% | +264.4% | +1,088.5% | +780.1% |
| 5Y | +1,077.4% | +636.6% | +440.9% | +412.5% |
| All | +1,077.4% | +639.4% | +438.0% | +412.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling