+268.0%
TRGP vs A
+29.5%
+238.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.1% | +1.9% |
| 7D | -0.6% | -2.1% | +1.5% | -0.3% |
| 30D | +14.6% | +0.6% | +14.0% | +14.4% |
| 3M | +11.9% | +10.9% | +1.1% | +9.9% |
| 6M | +25.3% | +28.2% | -2.9% | +19.1% |
| YTD | +61.9% | +8.6% | +53.3% | +59.3% |
| 1Y | +87.3% | +15.5% | +71.7% | +80.7% |
| 3Y | +268.0% | +31.8% | +236.2% | +232.7% |
| All | +268.0% | +29.5% | +238.5% | +232.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling