-7.2%
SYK vs TRGP
+262.4%
-269.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -12.3% | -0.6% | -11.8% | -12.3% |
| 30D | -22.4% | +10.0% | -32.4% | -23.5% |
| 3M | -12.3% | +7.6% | -19.9% | -13.5% |
| 6M | -24.3% | +26.8% | -51.1% | -27.3% |
| YTD | -22.8% | +60.6% | -83.3% | -28.8% |
| 1Y | -28.8% | +82.5% | -111.3% | -36.0% |
| All | -7.2% | +262.4% | -269.6% | -18.4% |
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