+272.9%
TRGP vs INDA
+16.8%
+256.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +12.4% | +1.1% | +11.3% | +12.3% |
| 30D | +2.6% | +9.4% | -6.8% | +1.6% |
| 3M | +11.9% | +2.9% | +8.9% | +11.8% |
| 6M | +13.9% | +7.2% | +6.7% | +12.7% |
| YTD | +64.2% | -4.8% | +69.0% | +69.4% |
| 1Y | +78.5% | -5.1% | +83.6% | +84.4% |
| 3Y | +272.9% | +16.7% | +256.2% | +260.6% |
| All | +272.9% | +16.8% | +256.1% | +260.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling