+272.9%
TRGP vs BAM
+85.6%
+187.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +12.4% | -2.7% | +15.1% | +13.0% |
| 30D | +2.6% | +15.5% | -12.9% | -1.3% |
| 3M | +11.9% | -6.9% | +18.7% | +13.7% |
| 6M | +13.9% | +9.9% | +4.0% | +9.6% |
| YTD | +64.2% | +1.4% | +62.8% | +61.4% |
| 1Y | +78.5% | +3.3% | +75.2% | +73.7% |
| 3Y | +272.9% | +83.6% | +189.3% | +225.0% |
| All | +272.9% | +85.6% | +187.3% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 3y: compounded portfolio wealth divided by compounded BAM 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…
3y analysis · Full analysis span regression · 6 months rolling