+2,241.1%
TRGP vs IBN
+337.8%
+1,903.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.2% |
| 7D | +12.4% | +1.9% | +10.5% | +11.6% |
| 30D | +2.6% | +22.1% | -19.5% | -5.1% |
| 3M | +11.9% | +17.1% | -5.2% | +5.0% |
| 6M | +13.9% | +35.5% | -21.6% | +0.9% |
| YTD | +64.2% | +16.8% | +47.4% | +52.4% |
| 1Y | +78.5% | +12.4% | +66.1% | +68.2% |
| 3Y | +272.9% | +58.0% | +214.9% | +202.2% |
| 5Y | +510.7% | +73.7% | +437.0% | +372.3% |
| 10Y | +821.0% | +385.6% | +435.4% | +389.1% |
| All | +2,241.1% | +337.8% | +1,903.3% | +1,098.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling