+78.5%
TRGP vs CAPR
+63.5%
+15.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.9% | +7.3% | +0.4% |
| 7D | +12.4% | +5.9% | +6.5% | +12.3% |
| 30D | +2.6% | +44.6% | -42.0% | +2.4% |
| 3M | +11.9% | +126.4% | -114.5% | +11.0% |
| 6M | +13.9% | -68.6% | +82.5% | +14.1% |
| YTD | +64.2% | -67.0% | +131.2% | +64.3% |
| 1Y | +78.5% | +65.2% | +13.3% | +75.1% |
| All | +78.5% | +63.5% | +15.0% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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