+494.0%
TEAM vs TRGP
+868.8%
-374.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -7.8% | -0.6% | -7.2% | -7.7% |
| 30D | +16.5% | +10.0% | +6.6% | +14.9% |
| 3M | +96.2% | +7.6% | +88.6% | +93.1% |
| 6M | +130.2% | +26.8% | +103.4% | +120.0% |
| YTD | +10.7% | +60.6% | -49.8% | +1.5% |
| 1Y | +3.0% | +82.5% | -79.5% | -7.8% |
| 3Y | -13.1% | +265.0% | -278.1% | -29.6% |
| 5Y | -52.7% | +645.9% | -698.6% | -64.5% |
| All | +494.0% | +868.8% | -374.8% | +303.1% |
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