+500.5%
TRGP vs IBN
+73.5%
+427.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.3% |
| 7D | +12.4% | +1.9% | +10.5% | +11.9% |
| 30D | +2.6% | +22.1% | -19.5% | -2.8% |
| 3M | +11.9% | +17.1% | -5.2% | +7.1% |
| 6M | +13.9% | +35.5% | -21.6% | +4.2% |
| YTD | +64.2% | +16.8% | +47.4% | +56.5% |
| 1Y | +78.5% | +12.4% | +66.1% | +72.5% |
| 3Y | +272.9% | +58.0% | +214.9% | +205.9% |
| All | +500.5% | +73.5% | +427.1% | +369.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling