+655.6%
TRGP vs FND
+56.5%
+599.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | +0.1% | -5.8% | +5.8% | +1.6% |
| 30D | +8.0% | -20.2% | +28.2% | +14.4% |
| 3M | +8.3% | -12.0% | +20.2% | +10.2% |
| 6M | +23.9% | -18.5% | +42.4% | +27.0% |
| YTD | +59.6% | -22.3% | +81.9% | +64.5% |
| 1Y | +79.4% | -47.6% | +127.1% | +107.2% |
| 3Y | +269.4% | -49.8% | +319.2% | +305.3% |
| 5Y | +641.6% | -63.0% | +704.6% | +743.5% |
| All | +655.6% | +56.5% | +599.1% | +438.8% |
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