+82.5%
TRGP vs IRM
+20.9%
+61.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | -0.6% | -1.8% | +1.3% | -0.4% |
| 30D | +10.0% | -7.8% | +17.7% | +10.5% |
| 3M | +7.6% | -7.9% | +15.5% | +8.2% |
| 6M | +26.8% | +6.3% | +20.5% | +24.9% |
| YTD | +60.6% | +38.2% | +22.4% | +53.1% |
| 1Y | +82.5% | +19.8% | +62.7% | +80.5% |
| All | +82.5% | +20.9% | +61.6% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 1y: compounded portfolio wealth divided by compounded IRM 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…
1y analysis · Full analysis span regression · 6 months rolling