+262.0%
TER vs TRGP
+260.6%
+1.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.8% |
| 7D | +0.6% | +0.8% | -0.2% | +0.3% |
| 30D | -8.3% | +11.5% | -19.8% | -11.9% |
| 3M | -12.2% | +9.0% | -21.2% | -15.2% |
| 6M | +17.1% | +20.5% | -3.4% | +7.9% |
| YTD | +84.7% | +59.5% | +25.1% | +51.9% |
| 1Y | +199.9% | +77.9% | +122.0% | +134.4% |
| All | +262.0% | +260.6% | +1.4% | +127.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling