+850.1%
TRGP vs QSR
+135.2%
+715.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -1.0% |
| 7D | +0.1% | -4.0% | +4.1% | +2.6% |
| 30D | +8.0% | +2.8% | +5.3% | +5.9% |
| 3M | +8.3% | +5.1% | +3.2% | +3.8% |
| 6M | +23.9% | +8.8% | +15.1% | +15.2% |
| YTD | +59.6% | +14.8% | +44.8% | +42.4% |
| 1Y | +79.4% | +25.7% | +53.7% | +49.4% |
| 3Y | +269.4% | +27.5% | +241.9% | +187.3% |
| 5Y | +641.6% | +41.3% | +600.4% | +414.3% |
| All | +850.1% | +135.2% | +715.0% | +352.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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