+2,207.9%
TRGP vs AGI
+93.1%
+2,114.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.6% |
| 7D | -0.6% | +4.4% | -5.0% | -1.0% |
| 30D | +14.6% | +10.0% | +4.6% | +13.4% |
| 3M | +11.9% | +1.7% | +10.2% | +11.2% |
| 6M | +25.3% | -26.8% | +52.1% | +28.0% |
| YTD | +61.9% | -5.3% | +67.2% | +60.3% |
| 1Y | +87.3% | +11.5% | +75.8% | +81.6% |
| 3Y | +268.0% | +212.9% | +55.1% | +216.6% |
| 5Y | +638.2% | +388.8% | +249.4% | +501.1% |
| 10Y | +821.9% | +383.6% | +438.4% | +628.1% |
| All | +2,207.9% | +93.1% | +2,114.8% | +1,716.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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