+810.9%
TRGP vs A
+302.9%
+508.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +12.4% | -0.5% | +12.8% | +12.5% |
| 30D | +2.6% | 0.0% | +2.6% | +2.5% |
| 3M | +11.9% | +16.7% | -4.8% | +4.4% |
| 6M | +13.9% | +54.8% | -40.9% | -7.1% |
| YTD | +64.2% | +28.8% | +35.4% | +43.8% |
| 1Y | +78.5% | +19.3% | +59.2% | +61.7% |
| 3Y | +272.9% | +65.5% | +207.4% | +172.9% |
| 5Y | +510.7% | +12.1% | +498.7% | +435.7% |
| All | +810.9% | +302.9% | +508.1% | +347.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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