+82.5%
TRGP vs BBWI
-35.0%
+117.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.2% |
| 7D | -0.6% | -8.0% | +7.5% | -0.7% |
| 30D | +10.0% | -6.6% | +16.6% | +9.9% |
| 3M | +7.6% | -2.7% | +10.3% | +7.4% |
| 6M | +26.8% | -12.8% | +39.6% | +27.2% |
| YTD | +60.6% | -10.5% | +71.0% | +61.0% |
| 1Y | +82.5% | -35.3% | +117.8% | +98.2% |
| All | +82.5% | -35.0% | +117.5% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling