+645.9%
TRGP vs QID
-80.2%
+726.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | +0.7% |
| 7D | -0.6% | +2.7% | -3.3% | +0.1% |
| 30D | +10.0% | +3.3% | +6.6% | +10.8% |
| 3M | +7.6% | -5.5% | +13.1% | +6.3% |
| 6M | +26.8% | -28.4% | +55.2% | +16.7% |
| YTD | +60.6% | -26.6% | +87.1% | +49.1% |
| 1Y | +82.5% | -34.1% | +116.6% | +64.9% |
| 3Y | +265.0% | -73.7% | +338.7% | +172.7% |
| 5Y | +645.9% | -80.7% | +726.6% | +458.7% |
| All | +645.9% | -80.2% | +726.1% | +458.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling