+88.6%
TGT vs TRGP
+89.5%
-0.9%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.5% | +10.2% | +5.1% |
| 7D | +9.5% | -6.5% | +16.0% | +8.7% |
| 30D | +6.6% | -0.4% | +7.0% | +6.4% |
| 3M | +11.0% | +8.8% | +2.2% | +11.1% |
| 6M | +29.9% | +11.0% | +18.9% | +30.1% |
| YTD | +71.4% | +57.4% | +14.1% | +69.7% |
| 1Y | +88.6% | +87.9% | +0.7% | +80.1% |
| All | +88.6% | +89.5% | -0.9% | +80.1% |
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