+850.1%
TRGP vs INDA
+84.7%
+765.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.3% |
| 7D | +0.1% | -2.7% | +2.8% | +2.0% |
| 30D | +8.0% | -2.8% | +10.8% | +10.1% |
| 3M | +8.3% | +1.6% | +6.6% | +6.2% |
| 6M | +23.9% | -1.4% | +25.3% | +23.3% |
| YTD | +59.6% | -10.1% | +69.8% | +70.1% |
| 1Y | +79.4% | -8.8% | +88.2% | +88.6% |
| 3Y | +269.4% | +7.6% | +261.8% | +234.2% |
| 5Y | +641.6% | +5.8% | +635.9% | +576.7% |
| All | +850.1% | +84.7% | +765.4% | +512.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling