+2,185.1%
TRGP vs MKC
+203.9%
+1,981.2%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | -0.7% | -4.3% | +3.6% | +0.3% |
| 30D | +9.5% | -3.1% | +12.6% | +10.2% |
| 3M | +10.8% | +6.8% | +4.0% | +8.7% |
| 6M | +25.3% | -18.3% | +43.7% | +30.8% |
| YTD | +60.3% | -23.1% | +83.3% | +69.2% |
| 1Y | +84.6% | -23.7% | +108.2% | +94.8% |
| 3Y | +264.4% | -31.0% | +295.4% | +290.3% |
| 5Y | +636.6% | -33.5% | +670.1% | +688.6% |
| 10Y | +848.9% | +30.3% | +818.7% | +670.5% |
| All | +2,185.1% | +203.9% | +1,981.2% | +930.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling