+645.9%
TRGP vs FND
-62.8%
+708.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -0.6% | -5.1% | +4.5% | 0.0% |
| 30D | +10.0% | -22.5% | +32.5% | +13.3% |
| 3M | +7.6% | -5.0% | +12.6% | +7.1% |
| 6M | +26.8% | -21.5% | +48.3% | +29.3% |
| YTD | +60.6% | -23.0% | +83.6% | +63.6% |
| 1Y | +82.5% | -44.9% | +127.4% | +96.3% |
| 3Y | +265.0% | -50.0% | +315.0% | +284.6% |
| 5Y | +645.9% | -63.3% | +709.2% | +702.5% |
| All | +645.9% | -62.8% | +708.7% | +702.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling