+2,185.1%
TRGP vs MDY
+405.6%
+1,779.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | +0.3% |
| 7D | -0.7% | -0.8% | +0.1% | +0.2% |
| 30D | +9.5% | -3.9% | +13.3% | +14.5% |
| 3M | +10.8% | 0.0% | +10.9% | +9.7% |
| 6M | +25.3% | +8.5% | +16.8% | +10.7% |
| YTD | +60.3% | +13.2% | +47.0% | +33.7% |
| 1Y | +84.6% | +15.0% | +69.5% | +50.4% |
| 3Y | +264.4% | +49.6% | +214.8% | +107.0% |
| 5Y | +636.6% | +46.0% | +590.6% | +323.3% |
| 10Y | +848.9% | +176.4% | +672.6% | +190.3% |
| All | +2,185.1% | +405.6% | +1,779.5% | +342.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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