+252.8%
TRGP vs FGI
-0.1%
+253.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | -5.8% | -4.1% | -1.7% | -5.8% |
| 30D | -1.5% | -3.4% | +1.9% | -1.5% |
| 3M | +6.1% | +61.8% | -55.7% | +6.5% |
| 6M | +14.4% | +17.0% | -2.7% | +14.8% |
| YTD | +55.3% | +31.4% | +23.9% | +55.7% |
| 1Y | +69.1% | +42.7% | +26.5% | +69.2% |
| All | +252.8% | -0.1% | +253.0% | +252.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling