+488.1%
TRGP vs BEN
+32.3%
+455.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +2.4% | +7.2% | -4.8% | +0.2% |
| 30D | +0.8% | +14.1% | -13.3% | -3.4% |
| 3M | +10.4% | +9.9% | +0.4% | +6.8% |
| 6M | +16.3% | +17.4% | -1.1% | +9.4% |
| YTD | +61.1% | +57.3% | +3.8% | +35.6% |
| 1Y | +71.6% | +66.9% | +4.7% | +41.2% |
| 3Y | +267.5% | +85.7% | +181.8% | +177.3% |
| 5Y | +488.1% | +31.2% | +456.9% | +408.9% |
| All | +488.1% | +32.3% | +455.8% | +408.9% |
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