+620.9%
TRGP vs GRMN
+81.6%
+539.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -1.7% |
| 7D | +0.1% | +2.4% | -2.4% | -0.6% |
| 30D | +8.0% | -8.5% | +16.5% | +10.5% |
| 3M | +8.3% | +19.5% | -11.2% | +1.9% |
| 6M | +23.9% | +21.2% | +2.7% | +15.4% |
| YTD | +59.6% | +41.0% | +18.6% | +40.7% |
| 1Y | +79.4% | +19.6% | +59.8% | +66.6% |
| 3Y | +269.4% | +183.8% | +85.6% | +142.5% |
| All | +620.9% | +81.6% | +539.3% | +409.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling