+773.0%
TRGP vs IBB
+130.8%
+642.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.9% | +3.5% |
| 7D | -5.8% | +0.8% | -6.6% | -6.3% |
| 30D | -1.5% | +5.2% | -6.7% | -4.8% |
| 3M | +6.1% | +8.6% | -2.5% | -0.2% |
| 6M | +14.4% | +27.8% | -13.5% | -3.8% |
| YTD | +55.3% | +28.8% | +26.5% | +28.6% |
| 1Y | +69.1% | +36.4% | +32.7% | +34.4% |
| 3Y | +254.3% | +89.3% | +165.0% | +117.3% |
| 5Y | +471.4% | +43.3% | +428.1% | +322.2% |
| 10Y | +773.0% | +130.6% | +642.4% | +377.9% |
| All | +773.0% | +130.8% | +642.2% | +377.9% |
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