+16.3%
TFC vs TRGP
+84.8%
-68.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.5% | -0.6% | -1.9% | -2.4% |
| 30D | -2.8% | +10.0% | -12.8% | -3.6% |
| 3M | +2.1% | +7.6% | -5.5% | +1.5% |
| 6M | +10.1% | +26.8% | -16.7% | +6.4% |
| YTD | +5.4% | +60.6% | -55.1% | -3.4% |
| 1Y | +16.3% | +82.5% | -66.2% | +1.0% |
| All | +16.3% | +84.8% | -68.5% | +1.0% |
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 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