+850.1%
TRGP vs MKTX
+5.0%
+845.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +8.0% | +0.7% | +7.3% | +7.9% |
| 3M | +8.3% | +40.8% | -32.5% | +2.1% |
| 6M | +23.9% | -8.0% | +31.9% | +24.9% |
| YTD | +59.6% | -8.7% | +68.4% | +61.0% |
| 1Y | +79.4% | -11.8% | +91.3% | +81.8% |
| 3Y | +269.4% | -24.0% | +293.5% | +273.3% |
| 5Y | +641.6% | -60.3% | +702.0% | +736.4% |
| All | +850.1% | +5.0% | +845.1% | +746.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling