+1,802.9%
TER vs TRGP
+868.8%
+934.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | +9.4% | -0.6% | +9.9% | +9.5% |
| 30D | -2.4% | +10.0% | -12.4% | -4.8% |
| 3M | +6.5% | +7.6% | -1.1% | +4.2% |
| 6M | +23.2% | +26.8% | -3.6% | +15.3% |
| YTD | +91.5% | +60.6% | +30.9% | +69.4% |
| 1Y | +214.8% | +82.5% | +132.3% | +169.3% |
| 3Y | +275.3% | +265.0% | +10.3% | +172.9% |
| 5Y | +211.9% | +645.9% | -434.0% | +94.5% |
| All | +1,802.9% | +868.8% | +934.2% | +904.0% |
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