+625.6%
TRGP vs IBB
+22.5%
+603.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | +0.8% | +1.4% | -0.6% | +0.3% |
| 30D | +11.5% | +10.5% | +1.0% | +7.2% |
| 3M | +9.0% | +23.6% | -14.6% | +0.1% |
| 6M | +20.5% | +22.6% | -2.1% | +10.5% |
| YTD | +59.5% | +25.7% | +33.9% | +44.3% |
| 1Y | +77.9% | +51.4% | +26.5% | +47.6% |
| 3Y | +253.6% | +64.4% | +189.2% | +176.7% |
| All | +625.6% | +22.5% | +603.1% | +461.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling