+2,174.7%
TRGP vs IRM
+1,271.3%
+903.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.9% |
| 7D | +0.8% | -0.5% | +1.2% | +0.9% |
| 30D | +11.5% | -8.1% | +19.6% | +15.3% |
| 3M | +9.0% | -9.7% | +18.7% | +13.1% |
| 6M | +20.5% | +10.0% | +10.5% | +13.3% |
| YTD | +59.5% | +43.0% | +16.5% | +32.1% |
| 1Y | +77.9% | +32.7% | +45.2% | +51.0% |
| 3Y | +253.6% | +102.7% | +150.9% | +137.5% |
| 5Y | +615.5% | +187.6% | +427.9% | +296.9% |
| 10Y | +897.1% | +420.1% | +477.0% | +310.3% |
| All | +2,174.7% | +1,271.3% | +903.4% | +527.8% |
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