+77.0%
TRGP vs IBB
+30.0%
+46.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.3% |
| 7D | +9.0% | +1.6% | +7.4% | +9.2% |
| 30D | +1.5% | +6.7% | -5.2% | +2.9% |
| 3M | +10.7% | +6.3% | +4.4% | +12.1% |
| 6M | +17.1% | +23.9% | -6.8% | +21.0% |
| YTD | +63.6% | +26.6% | +37.0% | +68.3% |
| 1Y | +77.0% | +29.6% | +47.3% | +81.9% |
| All | +77.0% | +30.0% | +46.9% | +81.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling