+850.1%
TRGP vs AEE
+191.1%
+659.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +0.1% | -0.8% | +0.8% | +0.3% |
| 30D | +8.0% | -2.9% | +11.0% | +9.0% |
| 3M | +8.3% | -2.4% | +10.7% | +9.0% |
| 6M | +23.9% | -2.7% | +26.6% | +24.7% |
| YTD | +59.6% | +7.3% | +52.4% | +55.7% |
| 1Y | +79.4% | +7.5% | +71.9% | +74.7% |
| 3Y | +269.4% | +46.2% | +223.2% | +226.4% |
| 5Y | +641.6% | +39.7% | +601.9% | +564.7% |
| All | +850.1% | +191.1% | +659.0% | +825.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling