+274.6%
TRGP vs BB
+69.2%
+205.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +1.4% |
| 7D | -0.6% | +0.5% | -1.1% | -0.6% |
| 30D | +14.6% | -12.4% | +26.9% | +15.3% |
| 3M | +11.9% | -15.3% | +27.2% | +12.2% |
| 6M | +25.3% | +128.8% | -103.5% | +17.1% |
| YTD | +61.9% | +107.7% | -45.8% | +52.3% |
| 1Y | +87.3% | +103.9% | -16.6% | +75.9% |
| All | +274.6% | +69.2% | +205.3% | +245.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling