+77.0%
TRGP vs BURL
-13.7%
+90.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.3% | +1.5% |
| 7D | +9.0% | +0.4% | +8.6% | +9.0% |
| 30D | +1.5% | -4.3% | +5.9% | +1.5% |
| 3M | +10.7% | -28.8% | +39.5% | +9.8% |
| 6M | +17.1% | -12.8% | +29.9% | +16.5% |
| YTD | +63.6% | -12.8% | +76.4% | +61.3% |
| 1Y | +77.0% | -12.3% | +89.2% | +73.5% |
| All | +77.0% | -13.7% | +90.6% | +73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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