+810.9%
TRGP vs BB
+21.8%
+789.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +0.7% |
| 7D | +12.4% | +1.8% | +10.5% | +12.0% |
| 30D | +2.6% | +8.1% | -5.5% | +0.8% |
| 3M | +11.9% | -1.0% | +12.9% | +10.8% |
| 6M | +13.9% | +45.9% | -32.0% | +3.6% |
| YTD | +64.2% | +134.8% | -70.6% | +35.8% |
| 1Y | +78.5% | +104.6% | -26.1% | +50.8% |
| 3Y | +272.9% | +152.8% | +120.1% | +185.8% |
| 5Y | +510.7% | -17.4% | +528.2% | +462.6% |
| All | +810.9% | +21.8% | +789.2% | +354.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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