+409.5%
TRGP vs ACWI
+54.8%
+354.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.6% |
| 7D | -16.0% | -2.4% | -13.6% | -14.3% |
| 30D | -6.4% | -5.2% | -1.3% | -2.3% |
| 3M | -1.0% | -4.8% | +3.9% | +2.8% |
| 6M | +7.0% | -1.3% | +8.3% | +6.6% |
| YTD | +46.1% | +8.4% | +37.7% | +31.9% |
| 1Y | +58.7% | +11.0% | +47.7% | +39.5% |
| 3Y | +221.9% | +70.6% | +151.3% | +81.0% |
| All | +409.5% | +54.8% | +354.7% | +213.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling