+643.9%
TRGP vs BEN
+42.1%
+601.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.5% |
| 7D | -0.6% | +4.7% | -5.3% | -2.0% |
| 30D | +14.6% | +2.6% | +12.0% | +13.5% |
| 3M | +11.9% | +11.5% | +0.4% | +7.4% |
| 6M | +25.3% | +35.3% | -10.0% | +11.9% |
| YTD | +61.9% | +48.6% | +13.2% | +39.2% |
| 1Y | +87.3% | +46.7% | +40.6% | +61.5% |
| 3Y | +268.0% | +57.0% | +211.0% | +199.1% |
| All | +643.9% | +42.1% | +601.8% | +506.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling