+256.3%
TRGP vs ACWI
+76.1%
+180.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.4% |
| 30D | +11.5% | +0.9% | +10.6% | +10.7% |
| 3M | +9.0% | +2.4% | +6.6% | +6.7% |
| 6M | +20.5% | +12.4% | +8.1% | +8.9% |
| YTD | +59.5% | +15.2% | +44.4% | +40.5% |
| 1Y | +77.9% | +22.7% | +55.2% | +46.7% |
| All | +256.3% | +76.1% | +180.2% | +115.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling