+858.4%
TRGP vs ARWR
+1,011.1%
-152.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.6% |
| 7D | -0.6% | +2.9% | -3.5% | -1.0% |
| 30D | +14.6% | -2.9% | +17.5% | +14.9% |
| 3M | +11.9% | +15.2% | -3.3% | +9.3% |
| 6M | +25.3% | +42.3% | -17.0% | +18.4% |
| YTD | +61.9% | +28.2% | +33.7% | +54.5% |
| 1Y | +87.3% | +213.2% | -126.0% | +57.0% |
| 3Y | +268.0% | +184.6% | +83.3% | +192.5% |
| 5Y | +638.2% | +29.2% | +609.0% | +526.8% |
| All | +858.4% | +1,011.1% | -152.7% | +663.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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