+2,054.5%
TRGP vs GEN
+389.5%
+1,665.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -11.5% |
| 3M | +7.0% | +2.6% | +4.3% | +4.7% |
| 6M | +11.2% | +32.7% | -21.4% | -0.6% |
| YTD | +51.1% | +11.3% | +39.8% | +41.3% |
| 1Y | +62.0% | +17.9% | +44.1% | +48.6% |
| 3Y | +248.2% | +66.3% | +181.9% | +179.3% |
| 5Y | +432.4% | +31.7% | +400.7% | +348.0% |
| 10Y | +739.5% | +150.0% | +589.5% | +428.6% |
| All | +2,054.5% | +389.5% | +1,665.0% | +889.5% |
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