+13.9%
TRGP vs MKC
+2.9%
+11.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.5% |
| 7D | +12.4% | -3.0% | +15.3% | +12.0% |
| 30D | +2.6% | +4.8% | -2.2% | +2.7% |
| 3M | +11.9% | -12.8% | +24.7% | +12.3% |
| 6M | +13.9% | +5.0% | +8.9% | +11.3% |
| All | +13.9% | +2.9% | +11.0% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 6mo: compounded portfolio wealth divided by compounded MKC 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…
6mo analysis · Full analysis span regression · 6 months rolling