+229.2%
TER vs TRGP
+82.5%
+146.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.1% | +2.6% |
| 7D | +6.4% | +0.1% | +6.3% | +6.3% |
| 30D | -5.7% | +8.0% | -13.7% | -6.1% |
| 3M | -0.4% | +8.3% | -8.7% | -0.7% |
| 6M | +25.8% | +23.9% | +1.9% | +20.8% |
| YTD | +96.4% | +59.6% | +36.8% | +75.7% |
| 1Y | +229.2% | +79.4% | +149.8% | +182.9% |
| All | +229.2% | +82.5% | +146.8% | +182.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling