+855.6%
TRGP vs A
+247.2%
+608.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -0.6% | -4.6% | +4.0% | +1.3% |
| 30D | +10.0% | -4.3% | +14.2% | +11.7% |
| 3M | +7.6% | +8.9% | -1.3% | +3.1% |
| 6M | +26.8% | +24.5% | +2.3% | +13.0% |
| YTD | +60.6% | +5.8% | +54.7% | +53.0% |
| 1Y | +82.5% | +16.2% | +66.2% | +65.2% |
| 3Y | +265.0% | +28.5% | +236.6% | +199.0% |
| 5Y | +645.9% | -16.3% | +662.2% | +652.7% |
| All | +855.6% | +247.2% | +608.4% | +411.0% |
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