+810.9%
TRGP vs BEN
+58.7%
+752.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +12.4% | +6.8% | +5.6% | +9.0% |
| 30D | +2.6% | +18.0% | -15.4% | -5.3% |
| 3M | +11.9% | +7.5% | +4.4% | +7.4% |
| 6M | +13.9% | +14.7% | -0.8% | +5.1% |
| YTD | +64.2% | +56.1% | +8.1% | +28.8% |
| 1Y | +78.5% | +69.6% | +8.9% | +34.4% |
| 3Y | +272.9% | +87.7% | +185.2% | +152.5% |
| 5Y | +510.7% | +28.6% | +482.1% | +393.5% |
| All | +810.9% | +58.7% | +752.2% | +480.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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