+84.6%
TRGP vs GEN
+0.6%
+83.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -0.7% | -2.9% | +2.2% | -0.9% |
| 30D | +9.5% | +2.1% | +7.4% | +9.6% |
| 3M | +10.8% | +19.7% | -8.9% | +11.4% |
| 6M | +25.3% | +33.3% | -7.9% | +27.1% |
| YTD | +60.3% | +11.1% | +49.1% | +70.0% |
| 1Y | +84.6% | +3.0% | +81.6% | +101.6% |
| All | +84.6% | +0.6% | +83.9% | +101.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling