+64.5%
TRGP vs LII
-28.3%
+92.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.2% | +1.2% | +3.6% |
| 7D | -7.2% | -1.2% | -6.0% | -7.2% |
| 30D | -4.2% | -2.0% | -2.2% | -4.2% |
| 3M | +7.0% | -20.2% | +27.2% | +5.3% |
| 6M | +11.2% | -32.5% | +43.8% | +9.1% |
| YTD | +51.1% | -27.4% | +78.5% | +48.0% |
| All | +64.5% | -28.3% | +92.8% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling