+124.3%
TDG vs TRGP
+628.1%
-503.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.0% |
| 3M | -9.3% | +8.3% | -17.6% | -12.1% |
| 6M | -9.4% | +23.9% | -33.3% | -16.6% |
| YTD | -14.3% | +59.6% | -73.9% | -28.1% |
| 1Y | -11.8% | +79.4% | -91.3% | -29.6% |
| 3Y | +52.0% | +269.4% | -217.5% | -13.3% |
| All | +124.3% | +628.1% | -503.8% | -1.1% |
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 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