+79.4%
TRGP vs BTG
+25.2%
+54.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.6% |
| 7D | +0.1% | -3.8% | +3.8% | -0.1% |
| 30D | +8.0% | +3.6% | +4.4% | +8.2% |
| 3M | +8.3% | +32.0% | -23.8% | +9.3% |
| 6M | +23.9% | +3.4% | +20.5% | +26.3% |
| YTD | +59.6% | +20.8% | +38.9% | +61.3% |
| 1Y | +79.4% | +22.4% | +57.0% | +72.0% |
| All | +79.4% | +25.2% | +54.2% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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