+50.3%
TER vs TRGP
+73.9%
-23.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +7.5% |
| 7D | +5.9% | +2.4% | +3.5% | +5.2% |
| 30D | -30.8% | +0.8% | -31.6% | -30.8% |
| 3M | -29.9% | +10.4% | -40.3% | -30.0% |
| 6M | -27.5% | +16.3% | -43.7% | -27.9% |
| YTD | +37.5% | +61.1% | -23.7% | +23.4% |
| 1Y | +50.3% | +71.6% | -21.4% | +36.6% |
| All | +50.3% | +73.9% | -23.7% | +36.6% |
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