+2,174.7%
TRGP vs GEN
+403.5%
+1,771.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.5% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | +11.5% | +10.1% | +1.4% | +7.9% |
| 3M | +9.0% | +16.1% | -7.1% | +3.2% |
| 6M | +20.5% | +38.9% | -18.4% | +6.5% |
| YTD | +59.5% | +14.4% | +45.1% | +49.6% |
| 1Y | +77.9% | +5.9% | +72.0% | +71.1% |
| 3Y | +253.6% | +58.8% | +194.8% | +190.9% |
| 5Y | +615.5% | +24.7% | +590.8% | +521.2% |
| 10Y | +897.1% | +163.1% | +734.0% | +522.6% |
| All | +2,174.7% | +403.5% | +1,771.2% | +947.8% |
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