+221.9%
TRGP vs ACWI
+70.3%
+151.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.6% |
| 7D | -16.0% | -2.4% | -13.6% | -14.8% |
| 30D | -6.4% | -5.2% | -1.3% | -3.4% |
| 3M | -1.0% | -4.8% | +3.9% | +1.8% |
| 6M | +7.0% | -1.3% | +8.3% | +6.5% |
| YTD | +46.1% | +8.4% | +37.7% | +33.5% |
| 1Y | +58.7% | +11.0% | +47.7% | +41.4% |
| 3Y | +221.9% | +70.6% | +151.3% | +93.8% |
| All | +221.9% | +70.3% | +151.5% | +93.8% |
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 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