+821.9%
TRGP vs LII
+167.7%
+654.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.8% | +2.0% |
| 7D | -0.6% | +2.1% | -2.7% | -1.4% |
| 30D | +14.6% | -12.4% | +27.0% | +20.0% |
| 3M | +11.9% | -24.8% | +36.7% | +21.4% |
| 6M | +25.3% | -25.2% | +50.4% | +34.3% |
| YTD | +61.9% | -20.3% | +82.1% | +67.6% |
| 1Y | +87.3% | -32.9% | +120.2% | +108.0% |
| 3Y | +268.0% | +2.0% | +266.0% | +216.0% |
| 5Y | +638.2% | +24.4% | +613.8% | +452.5% |
| 10Y | +821.9% | +167.2% | +654.7% | +409.1% |
| All | +821.9% | +167.7% | +654.2% | +409.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded LII 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling