+636.6%
TRGP vs GEN
+20.0%
+616.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -0.7% | -2.9% | +2.2% | -0.1% |
| 30D | +9.5% | +2.1% | +7.4% | +8.8% |
| 3M | +10.8% | +19.7% | -8.9% | +6.0% |
| 6M | +25.3% | +33.3% | -7.9% | +16.1% |
| YTD | +60.3% | +11.1% | +49.1% | +55.6% |
| 1Y | +84.6% | +3.0% | +81.6% | +83.0% |
| 3Y | +264.4% | +57.9% | +206.5% | +218.9% |
| 5Y | +636.6% | +20.6% | +616.0% | +573.1% |
| All | +636.6% | +20.0% | +616.6% | +573.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling