+855.6%
TRGP vs BB
-0.1%
+855.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.6% |
| 7D | -0.6% | -2.1% | +1.5% | -0.2% |
| 30D | +10.0% | -16.0% | +26.0% | +12.9% |
| 3M | +7.6% | -14.5% | +22.1% | +8.8% |
| 6M | +26.8% | +118.6% | -91.8% | +6.9% |
| YTD | +60.6% | +98.9% | -38.4% | +37.5% |
| 1Y | +82.5% | +99.5% | -17.0% | +54.9% |
| 3Y | +265.0% | +65.4% | +199.7% | +202.8% |
| 5Y | +645.9% | -27.6% | +673.5% | +602.0% |
| All | +855.6% | -0.1% | +855.7% | +399.9% |
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