+488.1%
TRGP vs EXEL
+286.3%
+201.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | +2.4% | -2.8% | +5.2% | +2.7% |
| 30D | +0.8% | +18.2% | -17.4% | -1.2% |
| 3M | +10.4% | +37.7% | -27.4% | +5.9% |
| 6M | +16.3% | +42.2% | -26.0% | +10.5% |
| YTD | +61.1% | +61.3% | -0.2% | +49.5% |
| 1Y | +71.6% | +64.5% | +7.1% | +58.5% |
| 3Y | +267.5% | +236.7% | +30.8% | +180.8% |
| 5Y | +488.1% | +296.3% | +191.8% | +327.5% |
| All | +488.1% | +286.3% | +201.8% | +327.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling