+272.9%
TRGP vs RACE
+24.7%
+248.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.3% |
| 7D | +12.4% | -1.2% | +13.6% | +12.5% |
| 30D | +2.6% | +6.1% | -3.5% | +2.2% |
| 3M | +11.9% | -0.3% | +12.1% | +11.9% |
| 6M | +13.9% | +23.4% | -9.5% | +11.1% |
| YTD | +64.2% | +12.5% | +51.7% | +61.8% |
| 1Y | +78.5% | -0.5% | +79.0% | +80.4% |
| 3Y | +272.9% | +23.6% | +249.3% | +262.3% |
| All | +272.9% | +24.7% | +248.2% | +262.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling