+620.9%
TRGP vs BRKR
-39.7%
+660.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.5% |
| 7D | +0.1% | -8.7% | +8.7% | +1.0% |
| 30D | +8.0% | -9.9% | +17.9% | +9.1% |
| 3M | +8.3% | -3.1% | +11.3% | +7.7% |
| 6M | +23.9% | +45.5% | -21.6% | +15.5% |
| YTD | +59.6% | +13.7% | +46.0% | +53.9% |
| 1Y | +79.4% | +67.4% | +12.0% | +60.6% |
| 3Y | +269.4% | -13.2% | +282.7% | +254.8% |
| All | +620.9% | -39.7% | +660.7% | +566.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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