+77.9%
TRGP vs BR
-29.1%
+107.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -1.5% |
| 7D | +0.8% | -5.3% | +6.1% | +0.2% |
| 30D | +11.5% | +6.4% | +5.1% | +12.3% |
| 3M | +9.0% | +13.6% | -4.7% | +11.2% |
| 6M | +20.5% | -6.7% | +27.2% | +22.3% |
| YTD | +59.5% | -21.1% | +80.6% | +64.9% |
| 1Y | +77.9% | -29.6% | +107.5% | +82.9% |
| All | +77.9% | -29.1% | +107.0% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling