-53.1%
TEAM vs TRGP
+639.4%
-692.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -4.7% | -0.7% | -4.0% | -4.5% |
| 30D | +17.0% | +9.5% | +7.6% | +13.6% |
| 3M | +85.9% | +10.8% | +75.1% | +77.0% |
| 6M | +116.7% | +25.3% | +91.3% | +94.0% |
| YTD | +9.6% | +60.3% | -50.6% | -12.9% |
| 1Y | -2.5% | +84.6% | -87.1% | -28.3% |
| 3Y | -14.0% | +264.4% | -278.3% | -55.6% |
| 5Y | -53.1% | +636.6% | -689.7% | -78.4% |
| All | -53.1% | +639.4% | -692.5% | -78.4% |
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 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