+2,174.7%
TRGP vs IAG
+25.6%
+2,149.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.0% |
| 7D | +0.8% | -0.5% | +1.3% | +0.8% |
| 30D | +11.5% | +28.9% | -17.4% | +8.2% |
| 3M | +9.0% | +19.1% | -10.1% | +6.1% |
| 6M | +20.5% | -10.3% | +30.8% | +20.3% |
| YTD | +59.5% | +24.2% | +35.3% | +52.6% |
| 1Y | +77.9% | +116.5% | -38.6% | +58.6% |
| 3Y | +253.6% | +742.8% | -489.2% | +161.0% |
| 5Y | +615.5% | +753.3% | -137.9% | +407.1% |
| 10Y | +897.1% | +403.2% | +493.9% | +605.0% |
| All | +2,174.7% | +25.6% | +2,149.0% | +1,639.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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