+2,174.7%
TRGP vs AEE
+533.4%
+1,641.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | +0.8% | +0.3% | +0.4% | +0.7% |
| 30D | +11.5% | -2.3% | +13.8% | +12.4% |
| 3M | +9.0% | +0.2% | +8.8% | +8.7% |
| 6M | +20.5% | -4.7% | +25.2% | +22.3% |
| YTD | +59.5% | +8.1% | +51.4% | +54.5% |
| 1Y | +77.9% | +8.5% | +69.4% | +71.9% |
| 3Y | +253.6% | +48.9% | +204.7% | +203.3% |
| 5Y | +615.5% | +39.9% | +575.6% | +526.2% |
| 10Y | +897.1% | +186.5% | +710.6% | +571.3% |
| All | +2,174.7% | +533.4% | +1,641.3% | +778.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling