+203.6%
TGT vs TRGP
+863.3%
-659.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.1% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | +1.2% | +8.0% | -6.8% | +0.2% |
| 3M | +18.4% | +8.3% | +10.1% | +17.0% |
| 6M | +33.4% | +23.9% | +9.5% | +29.4% |
| YTD | +63.8% | +59.6% | +4.2% | +53.7% |
| 1Y | +77.2% | +79.4% | -2.3% | +63.5% |
| 3Y | +41.8% | +269.4% | -227.7% | +19.6% |
| 5Y | -25.5% | +641.6% | -667.2% | -41.2% |
| All | +203.6% | +863.3% | -659.7% | +142.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling