+855.6%
TRGP vs GEN
+157.3%
+698.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | 0.0% |
| 7D | -0.6% | -4.3% | +3.8% | +0.6% |
| 30D | +10.0% | +3.8% | +6.2% | +8.7% |
| 3M | +7.6% | +22.3% | -14.7% | +1.1% |
| 6M | +26.8% | +39.0% | -12.2% | +13.8% |
| YTD | +60.6% | +11.9% | +48.7% | +53.0% |
| 1Y | +82.5% | +4.5% | +78.0% | +77.5% |
| 3Y | +265.0% | +59.0% | +206.0% | +208.0% |
| 5Y | +645.9% | +22.0% | +623.9% | +564.0% |
| All | +855.6% | +157.3% | +698.2% | +562.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded GEN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling