+2,054.5%
TRGP vs IBB
+663.3%
+1,391.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.8% | +0.6% | +1.8% |
| 7D | -7.2% | +2.7% | -9.9% | -8.7% |
| 30D | -4.2% | +6.3% | -10.5% | -7.9% |
| 3M | +7.0% | +11.1% | -4.1% | -0.5% |
| 6M | +11.2% | +29.2% | -18.0% | -6.3% |
| YTD | +51.1% | +30.2% | +20.9% | +25.4% |
| 1Y | +62.0% | +39.5% | +22.5% | +28.6% |
| 3Y | +248.2% | +92.3% | +155.9% | +120.1% |
| 5Y | +432.4% | +43.0% | +389.4% | +300.2% |
| 10Y | +739.5% | +137.1% | +602.4% | +369.4% |
| All | +2,054.5% | +663.3% | +1,391.2% | +418.5% |
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