+537.0%
TDG vs TRGP
+863.3%
-326.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -1.9% | +0.1% | -1.9% | -1.9% |
| 30D | -7.7% | +8.0% | -15.7% | -10.3% |
| 3M | -9.3% | +8.3% | -17.6% | -12.5% |
| 6M | -9.4% | +23.9% | -33.3% | -17.2% |
| YTD | -14.3% | +59.6% | -73.9% | -28.6% |
| 1Y | -11.8% | +79.4% | -91.3% | -30.1% |
| 3Y | +52.0% | +269.4% | -217.5% | -9.8% |
| 5Y | +128.8% | +641.6% | -512.8% | +3.5% |
| All | +537.0% | +863.3% | -326.3% | +87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling