+850.1%
TRGP vs BNS
+188.9%
+661.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.2% | -1.2% |
| 7D | +0.1% | -0.4% | +0.5% | +0.4% |
| 30D | +8.0% | +3.5% | +4.6% | +3.2% |
| 3M | +8.3% | +14.1% | -5.8% | -7.4% |
| 6M | +23.9% | +33.8% | -9.9% | -11.9% |
| YTD | +59.6% | +29.5% | +30.2% | +17.0% |
| 1Y | +79.4% | +48.4% | +31.0% | +12.0% |
| 3Y | +269.4% | +129.6% | +139.8% | +32.2% |
| 5Y | +641.6% | +96.1% | +545.6% | +212.3% |
| All | +850.1% | +188.9% | +661.3% | +220.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 10y: compounded portfolio wealth divided by compounded BNS 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…
10y analysis · Full analysis span regression · 6 months rolling