+2,174.7%
TRGP vs BEN
+60.1%
+2,114.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -3.0% |
| 7D | +0.8% | +0.2% | +0.5% | +0.5% |
| 30D | +11.5% | -0.5% | +12.1% | +11.5% |
| 3M | +9.0% | +9.7% | -0.7% | +2.9% |
| 6M | +20.5% | +33.9% | -13.4% | +1.4% |
| YTD | +59.5% | +49.0% | +10.5% | +26.1% |
| 1Y | +77.9% | +42.1% | +35.8% | +43.7% |
| 3Y | +253.6% | +51.9% | +201.7% | +161.7% |
| 5Y | +615.5% | +39.0% | +576.4% | +431.8% |
| 10Y | +897.1% | +57.9% | +839.2% | +548.7% |
| All | +2,174.7% | +60.1% | +2,114.6% | +1,383.9% |
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 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