+2,241.1%
TRGP vs MKC
+180.2%
+2,060.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.8% | +0.1% |
| 7D | +12.4% | -3.0% | +15.3% | +13.1% |
| 30D | +2.6% | +4.8% | -2.2% | +1.2% |
| 3M | +11.9% | -12.8% | +24.7% | +14.9% |
| 6M | +13.9% | +5.0% | +8.9% | +11.6% |
| YTD | +64.2% | -29.1% | +93.3% | +75.8% |
| 1Y | +78.5% | -26.4% | +104.9% | +89.2% |
| 3Y | +272.9% | -21.6% | +294.5% | +283.2% |
| 5Y | +510.7% | -35.2% | +546.0% | +553.4% |
| 10Y | +821.0% | +25.6% | +795.3% | +641.7% |
| All | +2,241.1% | +180.2% | +2,060.9% | +971.3% |
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 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