+2,197.4%
TRGP vs GEN
+403.3%
+1,794.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +3.1% |
| 7D | +2.4% | -0.8% | +3.2% | +2.7% |
| 30D | +0.8% | +31.2% | -30.4% | -7.5% |
| 3M | +10.4% | +6.1% | +4.3% | +7.0% |
| 6M | +16.3% | +38.1% | -21.9% | +2.7% |
| YTD | +61.1% | +14.4% | +46.7% | +49.5% |
| 1Y | +71.6% | +15.1% | +56.5% | +58.9% |
| 3Y | +267.5% | +68.5% | +198.9% | +193.9% |
| 5Y | +488.1% | +35.8% | +452.3% | +390.5% |
| 10Y | +803.8% | +155.4% | +648.4% | +466.1% |
| All | +2,197.4% | +403.3% | +1,794.1% | +946.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling