+2,241.1%
TRGP vs IVZ
+132.2%
+2,109.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.0% | -0.8% |
| 7D | +12.4% | +7.6% | +4.8% | +8.5% |
| 30D | +2.6% | +4.3% | -1.7% | 0.0% |
| 3M | +11.9% | -9.3% | +21.2% | +16.1% |
| 6M | +13.9% | +5.2% | +8.7% | +8.4% |
| YTD | +64.2% | +13.4% | +50.7% | +47.7% |
| 1Y | +78.5% | +25.4% | +53.1% | +52.6% |
| 3Y | +272.9% | +152.5% | +120.4% | +111.2% |
| 5Y | +510.7% | +36.7% | +474.0% | +355.6% |
| 10Y | +821.0% | +45.0% | +776.0% | +512.4% |
| All | +2,241.1% | +132.2% | +2,109.0% | +1,183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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