+636.6%
TRGP vs BB
-25.5%
+662.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | -0.7% | +1.8% | -2.5% | -0.9% |
| 30D | +9.5% | -12.2% | +21.7% | +10.7% |
| 3M | +10.8% | -12.3% | +23.1% | +11.2% |
| 6M | +25.3% | +122.7% | -97.4% | +12.1% |
| YTD | +60.3% | +104.5% | -44.2% | +44.7% |
| 1Y | +84.6% | +106.7% | -22.1% | +65.4% |
| 3Y | +264.4% | +70.0% | +194.4% | +226.9% |
| 5Y | +636.6% | -27.8% | +664.3% | +655.6% |
| All | +636.6% | -25.5% | +662.1% | +655.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling