+1,983.3%
TRGP vs IBB
+642.6%
+1,340.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.7% |
| 7D | -16.0% | -1.8% | -14.2% | -15.1% |
| 30D | -6.4% | +5.1% | -11.5% | -9.5% |
| 3M | -1.0% | +10.7% | -11.7% | -7.8% |
| 6M | +7.0% | +22.9% | -15.9% | -7.2% |
| YTD | +46.1% | +26.7% | +19.4% | +23.2% |
| 1Y | +58.7% | +35.1% | +23.6% | +28.3% |
| 3Y | +221.9% | +80.2% | +141.7% | +111.8% |
| 5Y | +419.9% | +37.8% | +382.0% | +299.4% |
| 10Y | +769.8% | +161.2% | +608.6% | +359.7% |
| All | +1,983.3% | +642.6% | +1,340.7% | +409.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling