+76.5%
TNA vs TRGP
+863.3%
-786.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.6% | +1.5% |
| 7D | -7.3% | +0.1% | -7.3% | -7.3% |
| 30D | -14.2% | +8.0% | -22.2% | -19.9% |
| 3M | -4.6% | +8.3% | -12.8% | -12.6% |
| 6M | +36.9% | +23.9% | +13.0% | +10.9% |
| YTD | +42.5% | +59.6% | -17.1% | -5.9% |
| 1Y | +45.8% | +79.4% | -33.7% | -13.0% |
| 3Y | +104.7% | +269.4% | -164.8% | -28.1% |
| 5Y | -21.7% | +641.6% | -663.3% | -82.1% |
| All | +76.5% | +863.3% | -786.7% | -68.1% |
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 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