+269.4%
TRGP vs QSR
+25.8%
+243.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.6% |
| 7D | +0.1% | -4.0% | +4.1% | +0.4% |
| 30D | +8.0% | +2.8% | +5.3% | +7.7% |
| 3M | +8.3% | +5.1% | +3.2% | +7.5% |
| 6M | +23.9% | +8.8% | +15.1% | +22.4% |
| YTD | +59.6% | +14.8% | +44.8% | +56.4% |
| 1Y | +79.4% | +25.7% | +53.7% | +73.2% |
| 3Y | +269.4% | +27.5% | +241.9% | +239.6% |
| All | +269.4% | +25.8% | +243.6% | +239.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling