+638.2%
TRGP vs DAR
-8.5%
+646.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.5% | +0.5% |
| 7D | -0.6% | -0.9% | +0.3% | -0.3% |
| 30D | +14.6% | +13.0% | +1.6% | +10.0% |
| 3M | +11.9% | +15.0% | -3.1% | +6.8% |
| 6M | +25.3% | +26.8% | -1.6% | +15.4% |
| YTD | +61.9% | +86.4% | -24.6% | +31.5% |
| 1Y | +87.3% | +115.1% | -27.8% | +43.9% |
| 3Y | +268.0% | +14.6% | +253.4% | +243.6% |
| 5Y | +638.2% | -8.8% | +647.0% | +651.2% |
| All | +638.2% | -8.5% | +646.7% | +651.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling