+1,161.2%
TRGP vs INDA
+111.6%
+1,049.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.5% |
| 7D | -0.6% | -1.0% | +0.4% | 0.0% |
| 30D | +14.6% | -2.5% | +17.1% | +16.3% |
| 3M | +11.9% | +4.0% | +8.0% | +8.5% |
| 6M | +25.3% | -1.8% | +27.1% | +25.1% |
| YTD | +61.9% | -9.2% | +71.0% | +69.9% |
| 1Y | +87.3% | -7.2% | +94.5% | +93.5% |
| 3Y | +268.0% | +9.8% | +258.2% | +234.9% |
| 5Y | +638.2% | +7.5% | +630.7% | +579.9% |
| 10Y | +821.9% | +80.8% | +741.2% | +521.8% |
| All | +1,161.2% | +111.6% | +1,049.6% | +666.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling