+674.5%
TRGP vs FND
+61.4%
+613.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.4% | +5.9% | +2.7% |
| 7D | +9.0% | -5.1% | +14.1% | +10.4% |
| 30D | +1.5% | +9.2% | -7.7% | -1.6% |
| 3M | +10.7% | -17.7% | +28.4% | +15.2% |
| 6M | +17.1% | +2.5% | +14.7% | +12.4% |
| YTD | +63.6% | -19.8% | +83.4% | +65.7% |
| 1Y | +77.0% | -22.7% | +99.6% | +80.7% |
| 3Y | +273.2% | -38.3% | +311.5% | +280.1% |
| 5Y | +508.6% | -63.0% | +571.6% | +592.1% |
| All | +674.5% | +61.4% | +613.0% | +442.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling