+773.0%
TRGP vs RACE
+740.2%
+32.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.1% |
| 7D | -5.8% | +0.2% | -6.0% | -5.9% |
| 30D | -1.5% | +6.6% | -8.1% | -4.1% |
| 3M | +6.1% | +2.2% | +3.9% | +4.6% |
| 6M | +14.4% | +22.4% | -8.0% | +3.4% |
| YTD | +55.3% | +13.8% | +41.6% | +42.8% |
| 1Y | +69.1% | +2.2% | +66.9% | +62.9% |
| 3Y | +254.3% | +25.6% | +228.7% | +189.8% |
| 5Y | +471.4% | +71.0% | +400.4% | +284.4% |
| 10Y | +773.0% | +739.1% | +33.9% | +311.5% |
| All | +773.0% | +740.2% | +32.8% | +311.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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