+2,174.7%
TRGP vs LII
+917.2%
+1,257.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.6% |
| 7D | +0.8% | -0.7% | +1.5% | +1.0% |
| 30D | +11.5% | -12.6% | +24.1% | +17.1% |
| 3M | +9.0% | -24.4% | +33.4% | +18.5% |
| 6M | +20.5% | -28.7% | +49.2% | +32.5% |
| YTD | +59.5% | -19.1% | +78.7% | +65.1% |
| 1Y | +77.9% | -29.7% | +107.6% | +94.0% |
| 3Y | +253.6% | +4.8% | +248.8% | +205.9% |
| 5Y | +615.5% | +24.6% | +590.9% | +448.6% |
| 10Y | +897.1% | +169.2% | +727.9% | +422.7% |
| All | +2,174.7% | +917.2% | +1,257.5% | +621.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling