+2,174.7%
TRGP vs ACWI
+381.0%
+1,793.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.1% |
| 7D | +0.8% | +0.5% | +0.3% | +0.1% |
| 30D | +11.5% | +0.9% | +10.6% | +10.0% |
| 3M | +9.0% | +2.4% | +6.6% | +4.4% |
| 6M | +20.5% | +12.4% | +8.1% | +0.9% |
| YTD | +59.5% | +15.2% | +44.4% | +28.9% |
| 1Y | +77.9% | +22.7% | +55.2% | +31.6% |
| 3Y | +253.6% | +75.8% | +177.8% | +59.6% |
| 5Y | +615.5% | +67.7% | +547.7% | +242.6% |
| 10Y | +897.1% | +229.0% | +668.1% | +132.0% |
| All | +2,174.7% | +381.0% | +1,793.6% | +271.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling