+821.9%
TRGP vs IBB
+122.6%
+699.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.6% | +2.8% |
| 7D | -0.6% | -1.7% | +1.1% | +0.3% |
| 30D | +14.6% | +4.9% | +9.7% | +10.8% |
| 3M | +11.9% | +24.2% | -12.3% | -3.0% |
| 6M | +25.3% | +23.8% | +1.4% | +7.7% |
| YTD | +61.9% | +23.0% | +38.9% | +39.2% |
| 1Y | +87.3% | +46.2% | +41.1% | +43.1% |
| 3Y | +268.0% | +64.8% | +203.2% | +152.1% |
| 5Y | +638.2% | +20.9% | +617.3% | +523.4% |
| 10Y | +821.9% | +121.6% | +700.4% | +442.2% |
| All | +821.9% | +122.6% | +699.3% | +442.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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