+82.5%
TRGP vs EXEL
+50.0%
+32.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.1% |
| 7D | -0.6% | -2.9% | +2.3% | -0.8% |
| 30D | +10.0% | +11.9% | -1.9% | +10.8% |
| 3M | +7.6% | +9.2% | -1.6% | +8.1% |
| 6M | +26.8% | +39.1% | -12.3% | +27.7% |
| YTD | +60.6% | +31.0% | +29.5% | +61.7% |
| 1Y | +82.5% | +52.3% | +30.1% | +81.3% |
| All | +82.5% | +50.0% | +32.5% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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