+219.1%
TER vs TRGP
+631.5%
-412.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +3.7% |
| 7D | +11.0% | -0.6% | +11.6% | +11.2% |
| 30D | -1.9% | +14.6% | -16.4% | -7.3% |
| 3M | -0.7% | +11.9% | -12.6% | -5.7% |
| 6M | +36.4% | +25.3% | +11.1% | +22.5% |
| YTD | +92.4% | +61.9% | +30.6% | +55.1% |
| 1Y | +213.5% | +87.3% | +126.2% | +136.0% |
| 3Y | +277.2% | +268.0% | +9.2% | +109.2% |
| 5Y | +219.1% | +638.2% | -419.1% | +38.8% |
| All | +219.1% | +631.5% | -412.3% | +38.8% |
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