+71.6%
TRGP vs FGI
+50.2%
+21.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.9% | -2.2% | +3.8% |
| 7D | +2.4% | +6.9% | -4.5% | +2.5% |
| 30D | +0.8% | +3.9% | -3.1% | +0.9% |
| 3M | +10.4% | +74.3% | -63.9% | +12.2% |
| 6M | +16.3% | +28.9% | -12.7% | +17.8% |
| YTD | +61.1% | +39.1% | +22.0% | +65.3% |
| 1Y | +71.6% | +49.3% | +22.3% | +74.4% |
| All | +71.6% | +50.2% | +21.4% | +74.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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