+500.5%
TRGP vs INDA
+8.7%
+491.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +12.4% | +1.1% | +11.3% | +11.9% |
| 30D | +2.6% | +9.4% | -6.8% | -1.2% |
| 3M | +11.9% | +2.9% | +8.9% | +10.4% |
| 6M | +13.9% | +7.2% | +6.7% | +9.9% |
| YTD | +64.2% | -4.8% | +69.0% | +68.6% |
| 1Y | +78.5% | -5.1% | +83.6% | +83.6% |
| 3Y | +272.9% | +16.7% | +256.2% | +225.6% |
| All | +500.5% | +8.7% | +491.8% | +445.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling