+106.5%
T vs TRGP
+265.3%
-158.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -1.5% | -0.6% | -0.9% | -1.5% |
| 30D | +7.6% | +14.6% | -7.0% | +6.0% |
| 3M | +15.3% | +11.9% | +3.4% | +13.8% |
| 6M | -8.5% | +25.3% | -33.7% | -10.7% |
| YTD | +6.8% | +61.9% | -55.1% | +1.9% |
| 1Y | -7.2% | +87.3% | -94.5% | -12.5% |
| All | +106.5% | +265.3% | -158.8% | +80.7% |
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 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