+2,174.7%
TRGP vs BWA
+175.7%
+1,999.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -3.9% | -2.6% |
| 7D | +0.8% | +5.7% | -4.9% | -2.1% |
| 30D | +11.5% | +1.4% | +10.1% | +10.0% |
| 3M | +9.0% | -12.1% | +21.1% | +14.7% |
| 6M | +20.5% | +28.6% | -8.1% | +2.2% |
| YTD | +59.5% | +51.1% | +8.4% | +20.6% |
| 1Y | +77.9% | +55.9% | +22.0% | +31.2% |
| 3Y | +253.6% | +70.1% | +183.4% | +133.7% |
| 5Y | +615.5% | +90.7% | +524.8% | +322.5% |
| 10Y | +897.1% | +154.0% | +743.1% | +374.1% |
| All | +2,174.7% | +175.7% | +1,999.0% | +906.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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