+409.5%
TRGP vs AMBA
-70.4%
+480.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.1% | -8.8% | -3.4% |
| 7D | -16.0% | -7.2% | -8.8% | -15.3% |
| 30D | -6.4% | -10.4% | +3.9% | -5.4% |
| 3M | -1.0% | -30.1% | +29.2% | +2.9% |
| 6M | +7.0% | -22.4% | +29.4% | +7.3% |
| YTD | +46.1% | -17.3% | +63.5% | +43.8% |
| 1Y | +58.7% | -35.4% | +94.1% | +61.4% |
| 3Y | +221.9% | +18.6% | +203.3% | +184.1% |
| All | +409.5% | -70.4% | +480.0% | +391.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling