+248.2%
TRGP vs GEN
+63.2%
+185.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -7.2% | -0.3% | -6.9% | -7.1% |
| 30D | -4.2% | +28.2% | -32.3% | -7.2% |
| 3M | +7.0% | +2.6% | +4.3% | +6.3% |
| 6M | +11.2% | +32.7% | -21.4% | +5.0% |
| YTD | +51.1% | +11.3% | +39.8% | +49.5% |
| 1Y | +62.0% | +17.9% | +44.1% | +57.5% |
| 3Y | +248.2% | +66.3% | +181.9% | +220.2% |
| All | +248.2% | +63.2% | +185.0% | +220.2% |
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