+13.6%
TPR vs TRGP
+83.8%
-70.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.5% | -5.2% | -3.6% |
| 7D | -3.4% | -0.6% | -2.8% | -3.4% |
| 30D | -27.3% | +14.6% | -41.9% | -26.4% |
| 3M | -16.2% | +11.9% | -28.2% | -15.6% |
| 6M | -17.9% | +25.3% | -43.2% | -17.6% |
| YTD | -7.1% | +61.9% | -69.0% | -8.1% |
| 1Y | +13.6% | +87.3% | -73.7% | +14.1% |
| All | +13.6% | +83.8% | -70.2% | +14.1% |
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