+488.1%
TRGP vs AMBA
-66.8%
+554.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +3.3% |
| 7D | +2.4% | +2.6% | -0.2% | +2.0% |
| 30D | +0.8% | -3.6% | +4.4% | +1.2% |
| 3M | +10.4% | -24.6% | +35.0% | +13.6% |
| 6M | +16.3% | -21.6% | +37.9% | +16.7% |
| YTD | +61.1% | -11.8% | +72.9% | +57.4% |
| 1Y | +71.6% | -33.2% | +104.8% | +74.1% |
| 3Y | +267.5% | +24.5% | +243.0% | +223.3% |
| 5Y | +488.1% | -67.7% | +555.8% | +455.7% |
| All | +488.1% | -66.8% | +554.9% | +455.7% |
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