+803.8%
TRGP vs EXPD
+337.7%
+466.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.9% | +0.9% | +2.4% |
| 7D | +2.4% | -1.6% | +3.9% | +3.2% |
| 30D | +0.8% | +0.6% | +0.2% | +0.6% |
| 3M | +10.4% | +9.8% | +0.6% | +5.6% |
| 6M | +16.3% | +25.8% | -9.5% | +4.0% |
| YTD | +61.1% | +31.3% | +29.9% | +38.8% |
| 1Y | +71.6% | +40.9% | +30.7% | +42.3% |
| 3Y | +267.5% | +74.7% | +192.7% | +163.4% |
| 5Y | +488.1% | +62.9% | +425.3% | +327.0% |
| 10Y | +803.8% | +334.3% | +469.4% | +305.1% |
| All | +803.8% | +337.7% | +466.1% | +305.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 10y: compounded portfolio wealth divided by compounded EXPD 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…
10y analysis · Full analysis span regression · 6 months rolling