+625.6%
TRGP vs RACE
+93.6%
+532.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.8% |
| 7D | +0.8% | -2.5% | +3.3% | +1.3% |
| 30D | +11.5% | +0.8% | +10.7% | +11.2% |
| 3M | +9.0% | +17.2% | -8.2% | +4.5% |
| 6M | +20.5% | +13.6% | +6.9% | +16.1% |
| YTD | +59.5% | +12.2% | +47.3% | +53.5% |
| 1Y | +77.9% | -16.3% | +94.2% | +86.1% |
| 3Y | +253.6% | +36.4% | +217.1% | +200.1% |
| All | +625.6% | +93.6% | +532.1% | +434.2% |
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