+2,241.1%
TRGP vs BEN
+67.7%
+2,173.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | +12.4% | +6.8% | +5.6% | +8.7% |
| 30D | +2.6% | +18.0% | -15.4% | -6.1% |
| 3M | +11.9% | +7.5% | +4.4% | +7.0% |
| 6M | +13.9% | +14.7% | -0.8% | +4.2% |
| YTD | +64.2% | +56.1% | +8.1% | +25.9% |
| 1Y | +78.5% | +69.6% | +8.9% | +30.9% |
| 3Y | +272.9% | +87.7% | +185.2% | +144.4% |
| 5Y | +510.7% | +28.6% | +482.1% | +380.1% |
| 10Y | +821.0% | +59.8% | +761.2% | +497.7% |
| All | +2,241.1% | +67.7% | +2,173.4% | +1,382.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling