+77.9%
TEM vs TRGP
+161.0%
-83.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.3% | -6.0% | -5.8% |
| 7D | -5.9% | +12.4% | -18.2% | -10.3% |
| 30D | +4.8% | +2.6% | +2.2% | +2.7% |
| 3M | +31.9% | +11.9% | +20.0% | +23.0% |
| 6M | +56.0% | +13.9% | +42.1% | +41.2% |
| YTD | +21.3% | +64.2% | -42.9% | -16.5% |
| 1Y | +5.4% | +78.5% | -73.1% | -32.3% |
| All | +77.9% | +161.0% | -83.1% | +118.7% |
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 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