+78.5%
TRGP vs BEN
+65.1%
+13.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.4% |
| 7D | +12.4% | +6.8% | +5.6% | +12.7% |
| 30D | +2.6% | +18.0% | -15.4% | +3.7% |
| 3M | +11.9% | +7.5% | +4.4% | +12.7% |
| 6M | +13.9% | +14.7% | -0.8% | +14.4% |
| YTD | +64.2% | +56.1% | +8.1% | +57.5% |
| 1Y | +78.5% | +69.6% | +8.9% | +61.4% |
| All | +78.5% | +65.1% | +13.4% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling