+2,174.7%
TRGP vs EXPD
+315.2%
+1,859.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.6% |
| 7D | +0.8% | -1.1% | +1.9% | +1.3% |
| 30D | +11.5% | +4.1% | +7.4% | +9.3% |
| 3M | +9.0% | +17.9% | -8.9% | +0.4% |
| 6M | +20.5% | +29.2% | -8.7% | +5.6% |
| YTD | +59.5% | +27.4% | +32.2% | +39.2% |
| 1Y | +77.9% | +56.8% | +21.1% | +38.8% |
| 3Y | +253.6% | +68.0% | +185.5% | +159.5% |
| 5Y | +615.5% | +61.9% | +553.6% | +419.3% |
| 10Y | +897.1% | +316.0% | +581.1% | +345.5% |
| All | +2,174.7% | +315.2% | +1,859.4% | +861.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling