+270.9%
TRGP vs IBN
+25.8%
+245.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.8% |
| 7D | -0.7% | -5.1% | +4.4% | -0.2% |
| 30D | +9.5% | -3.5% | +13.0% | +9.8% |
| 3M | +10.8% | +11.3% | -0.5% | +9.3% |
| 6M | +25.3% | +4.4% | +20.9% | +24.7% |
| YTD | +60.3% | -1.8% | +62.1% | +60.8% |
| 1Y | +84.6% | -8.0% | +92.5% | +87.4% |
| All | +270.9% | +25.8% | +245.0% | +257.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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