+810.9%
TRGP vs GRMN
+628.7%
+182.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | +12.4% | -0.9% | +13.3% | +12.8% |
| 30D | +2.6% | +1.2% | +1.4% | +1.5% |
| 3M | +11.9% | -8.9% | +20.8% | +15.5% |
| 6M | +13.9% | +23.0% | -9.1% | +0.9% |
| YTD | +64.2% | +41.2% | +23.0% | +33.5% |
| 1Y | +78.5% | +47.5% | +31.0% | +41.8% |
| 3Y | +272.9% | +155.8% | +117.2% | +101.9% |
| 5Y | +510.7% | +120.2% | +390.5% | +256.8% |
| All | +810.9% | +628.7% | +182.2% | +214.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling