+677.1%
TRGP vs FND
+57.9%
+619.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.6% | +0.9% |
| 7D | +12.4% | -6.8% | +19.2% | +14.3% |
| 30D | +2.6% | +8.0% | -5.4% | -0.3% |
| 3M | +11.9% | -18.9% | +30.8% | +16.8% |
| 6M | +13.9% | +4.7% | +9.2% | +8.7% |
| YTD | +64.2% | -21.6% | +85.8% | +67.2% |
| 1Y | +78.5% | -22.0% | +100.5% | +81.6% |
| 3Y | +272.9% | -40.4% | +313.4% | +283.8% |
| 5Y | +510.7% | -63.8% | +574.5% | +598.5% |
| All | +677.1% | +57.9% | +619.3% | +447.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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