+87.9%
TRGP vs ACWI
+14.9%
+73.0%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -4.0% |
| 7D | -6.5% | -0.5% | -6.0% | -6.5% |
| 30D | -0.4% | -1.6% | +1.2% | -0.8% |
| 3M | +8.8% | -1.3% | +10.1% | +8.6% |
| 6M | +11.0% | +5.8% | +5.2% | +12.0% |
| YTD | +57.4% | +12.7% | +44.6% | +59.4% |
| 1Y | +87.9% | +15.0% | +72.8% | +90.8% |
| All | +87.9% | +14.9% | +73.0% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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