+1,983.3%
TRGP vs ACWI
+352.7%
+1,630.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.6% |
| 7D | -16.0% | -2.4% | -13.6% | -13.5% |
| 30D | -6.4% | -5.2% | -1.3% | -0.3% |
| 3M | -1.0% | -4.8% | +3.9% | +4.6% |
| 6M | +7.0% | -1.3% | +8.3% | +6.5% |
| YTD | +46.1% | +8.4% | +37.7% | +26.8% |
| 1Y | +58.7% | +11.0% | +47.7% | +33.1% |
| 3Y | +221.9% | +70.6% | +151.3% | +49.9% |
| 5Y | +419.9% | +55.3% | +364.6% | +173.8% |
| 10Y | +769.8% | +223.2% | +546.6% | +106.7% |
| All | +1,983.3% | +352.7% | +1,630.6% | +265.6% |
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