+2,207.9%
TRGP vs BTG
+148.5%
+2,059.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.3% | +1.8% |
| 7D | -0.6% | +4.8% | -5.4% | -1.1% |
| 30D | +14.6% | +8.3% | +6.2% | +13.4% |
| 3M | +11.9% | +32.3% | -20.4% | +7.6% |
| 6M | +25.3% | +3.0% | +22.3% | +23.2% |
| YTD | +61.9% | +21.9% | +39.9% | +55.2% |
| 1Y | +87.3% | +28.2% | +59.1% | +77.5% |
| 3Y | +268.0% | +99.9% | +168.1% | +223.7% |
| 5Y | +638.2% | +73.6% | +564.7% | +554.7% |
| 10Y | +821.9% | +136.5% | +685.4% | +671.1% |
| All | +2,207.9% | +148.5% | +2,059.4% | +1,715.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling