+268.0%
TRGP vs GEN
+57.7%
+210.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +1.8% |
| 7D | -0.6% | -0.7% | +0.1% | -0.5% |
| 30D | +14.6% | +2.6% | +11.9% | +14.0% |
| 3M | +11.9% | +15.8% | -3.8% | +9.1% |
| 6M | +25.3% | +33.1% | -7.9% | +18.5% |
| YTD | +61.9% | +11.3% | +50.6% | +60.1% |
| 1Y | +87.3% | +1.7% | +85.6% | +89.8% |
| 3Y | +268.0% | +58.1% | +209.9% | +267.9% |
| All | +268.0% | +57.7% | +210.2% | +267.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling