+2,197.4%
TRGP vs IRM
+1,229.6%
+967.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.5% | +2.2% | +3.1% |
| 7D | +2.4% | -5.3% | +7.6% | +4.6% |
| 30D | +0.8% | -2.3% | +3.2% | +1.6% |
| 3M | +10.4% | -7.4% | +17.8% | +13.3% |
| 6M | +16.3% | -12.2% | +28.5% | +21.3% |
| YTD | +61.1% | +38.6% | +22.5% | +34.5% |
| 1Y | +71.6% | +14.9% | +56.7% | +55.7% |
| 3Y | +267.5% | +108.2% | +159.3% | +142.6% |
| 5Y | +488.1% | +183.8% | +304.3% | +226.9% |
| 10Y | +803.8% | +512.6% | +291.2% | +250.1% |
| All | +2,197.4% | +1,229.6% | +967.9% | +539.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling