+77.9%
TRGP vs CHD
+7.1%
+70.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.2% |
| 7D | +0.8% | -2.7% | +3.5% | +1.0% |
| 30D | +11.5% | -4.6% | +16.1% | +12.0% |
| 3M | +9.0% | +5.0% | +4.0% | +8.0% |
| 6M | +20.5% | -3.2% | +23.7% | +21.9% |
| YTD | +59.5% | +18.6% | +40.9% | +51.4% |
| 1Y | +77.9% | +4.8% | +73.1% | +73.3% |
| All | +77.9% | +7.1% | +70.9% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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