+807.8%
TRGP vs LII
+166.1%
+641.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +9.0% | -0.2% | +9.2% | +9.1% |
| 30D | +1.5% | -0.6% | +2.1% | +1.0% |
| 3M | +10.7% | -17.0% | +27.7% | +17.5% |
| 6M | +17.1% | -31.1% | +48.3% | +29.7% |
| YTD | +63.6% | -27.7% | +91.3% | +74.2% |
| 1Y | +77.0% | -26.2% | +103.1% | +86.3% |
| 3Y | +273.2% | -9.6% | +282.8% | +235.3% |
| 5Y | +508.6% | +15.7% | +492.9% | +362.3% |
| All | +807.8% | +166.1% | +641.7% | +405.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling