+332.5%
TGT vs TRGP
+2,265.4%
-1,932.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.5% | -1.2% |
| 7D | -0.6% | -0.6% | 0.0% | -0.6% |
| 30D | +9.5% | +14.6% | -5.0% | +7.8% |
| 3M | +32.3% | +11.9% | +20.3% | +30.4% |
| 6M | +37.0% | +25.3% | +11.7% | +33.2% |
| YTD | +71.0% | +61.9% | +9.2% | +61.5% |
| 1Y | +85.0% | +87.3% | -2.3% | +71.6% |
| 3Y | +46.8% | +268.0% | -221.2% | +26.3% |
| 5Y | -22.7% | +638.2% | -661.0% | -37.7% |
| 10Y | +216.3% | +821.9% | -605.7% | +141.0% |
| All | +332.5% | +2,265.4% | -1,932.8% | +171.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling