+848.9%
TRGP vs ACM
+124.8%
+724.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +1.2% |
| 7D | -0.7% | -3.7% | +3.0% | +1.9% |
| 30D | +9.5% | -12.7% | +22.1% | +18.5% |
| 3M | +10.8% | -9.8% | +20.6% | +15.5% |
| 6M | +25.3% | -31.4% | +56.7% | +57.4% |
| YTD | +60.3% | -32.1% | +92.3% | +98.6% |
| 1Y | +84.6% | -47.8% | +132.4% | +176.3% |
| 3Y | +264.4% | -22.1% | +286.4% | +275.4% |
| 5Y | +636.6% | +1.8% | +634.8% | +481.9% |
| 10Y | +848.9% | +132.5% | +716.4% | +361.2% |
| All | +848.9% | +124.8% | +724.2% | +361.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ACM 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling