+221.9%
TRGP vs IBB
+78.6%
+143.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.0% |
| 7D | -16.0% | -1.8% | -14.2% | -15.7% |
| 30D | -6.4% | +5.1% | -11.5% | -7.4% |
| 3M | -1.0% | +10.7% | -11.7% | -3.5% |
| 6M | +7.0% | +22.9% | -15.9% | +1.1% |
| YTD | +46.1% | +26.7% | +19.4% | +36.0% |
| 1Y | +58.7% | +35.1% | +23.6% | +43.9% |
| 3Y | +221.9% | +80.2% | +141.7% | +152.9% |
| All | +221.9% | +78.6% | +143.3% | +152.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling