+208.9%
SU vs TRGP
+2,242.0%
-2,033.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.1% |
| 7D | +1.6% | -0.7% | +2.3% | +1.9% |
| 30D | +10.7% | +9.5% | +1.3% | +6.2% |
| 3M | +13.5% | +10.8% | +2.7% | +8.1% |
| 6M | +21.8% | +25.3% | -3.5% | +9.8% |
| YTD | +58.8% | +60.3% | -1.4% | +28.2% |
| 1Y | +72.0% | +84.6% | -12.5% | +29.8% |
| 3Y | +121.7% | +264.4% | -142.6% | +21.8% |
| 5Y | +350.4% | +636.6% | -286.2% | +85.5% |
| 10Y | +264.7% | +848.9% | -584.2% | +10.8% |
| All | +208.9% | +2,242.0% | -2,033.1% | -45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling