+271.5%
TRGP vs INDA
+6.8%
+264.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.4% |
| 7D | -0.6% | -3.6% | +3.1% | +0.1% |
| 30D | +10.0% | -4.0% | +13.9% | +10.7% |
| 3M | +7.6% | +1.7% | +5.9% | +6.7% |
| 6M | +26.8% | -3.6% | +30.4% | +27.7% |
| YTD | +60.6% | -11.0% | +71.5% | +66.9% |
| 1Y | +82.5% | -9.5% | +92.0% | +88.1% |
| All | +271.5% | +6.8% | +264.7% | +251.1% |
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