+2,174.7%
TRGP vs EXEL
+880.2%
+1,294.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +0.8% | +8.4% | -7.6% | -0.5% |
| 30D | +11.5% | +4.1% | +7.4% | +10.6% |
| 3M | +9.0% | +12.4% | -3.4% | +6.6% |
| 6M | +20.5% | +41.5% | -21.0% | +13.1% |
| YTD | +59.5% | +34.6% | +24.9% | +50.6% |
| 1Y | +77.9% | +57.9% | +20.0% | +63.0% |
| 3Y | +253.6% | +159.5% | +94.1% | +191.8% |
| 5Y | +615.5% | +198.5% | +417.0% | +470.3% |
| 10Y | +897.1% | +411.4% | +485.8% | +605.7% |
| All | +2,174.7% | +880.2% | +1,294.4% | +1,265.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling