+500.5%
TRGP vs RACE
+64.4%
+436.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.1% |
| 7D | +12.4% | -1.2% | +13.6% | +12.6% |
| 30D | +2.6% | +6.1% | -3.5% | +1.3% |
| 3M | +11.9% | -0.3% | +12.1% | +11.7% |
| 6M | +13.9% | +23.4% | -9.5% | +7.6% |
| YTD | +64.2% | +12.5% | +51.7% | +57.6% |
| 1Y | +78.5% | -0.5% | +79.0% | +77.8% |
| 3Y | +272.9% | +23.6% | +249.3% | +229.2% |
| All | +500.5% | +64.4% | +436.1% | +351.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling